New Client Forms Pack

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


New Client Pack