Other

The Ultimate Client Onboarding Pack for Bookkeepers

Everything You Need to Impress, Protect, and Retain Your Clients – From Day One

You're a brilliant bookkeeper, but that first impression matters just as much as the numbers. If you’ve ever scrambled to put together professional-looking forms or tried to remember exactly what to ask a new client, this pack is for you.

What’s Inside?

This ready-to-use pack includes 8 professionally crafted, fully editable documents to streamline your client onboarding and set the tone for a confident, compliant working relationship:

1. Initial Client Visit Form
Capture all the key details during your discovery meeting so you don’t miss a thing.

2. Confidentiality Agreement
Reassure clients with a signed document that confirms their data is safe in your hands.

3. Client Agreement
Set clear expectations and boundaries before work begins.

4. Information Checklist
Make onboarding stress-free with a checklist of everything you need to get started.

5. Client Development Tool
Show your value with a structured tool to identify areas for business growth.

6. Business Health Check
Deliver real insight and spark meaningful conversations with this diagnostic tool.

7. Professional Clearance Letter
Ensure a smooth transition when taking over from a previous bookkeeper or accountant.

8. Letter of Engagement
Protect your business with a clear, professional agreement.

Why You'll Love It

• Save hours creating documents from scratch

• Look polished and professional from day one

• Build trust and confidence with new clients

• Fully editable – tailor to your brand and tone

• Use it over and over again with every new client

Perfect For:

• Bookkeepers just starting out who want a confident launch

• Growing practices ready to systemise onboarding

• Anyone tired of reinventing the wheel with each new client

  
  

We all have them, the times when you struggle to see the wood for the trees.  Maybe you've been spinning plates for so long that they're all beginning to crash around you?Perhaps you have an idea for a new service but need a sounding board?

What you need is a one hour mentoring session.  This is your chance to get an outside perspective on things.  We all need it from time to time and who better to get it from than someone who has run their own successful bookkeeping practice and now helps hundreds of Bookkeepers to do the same? 

Book your session with Kris today. 

 Once you have purchased this, you will receive a link to allow you to book a convenient time