Products

VT Transaction+ is one of the best value, but often overlooked pieces of bookkeeping software of the market.  Join us as we walkthrough some of the features in this 15 module training session.

Meet our Driving Instructors Marketing Pack: your compact yet robust solution to effectively target the driving instruction sector. With insights into your ideal client, their challenges, and solutions plus ready-to-send marketing materials, our pack is your shortcut to an efficient marketing strategy. Fast-track your marketing efforts with us today!

Presenting our Dog Walkers Marketing Pack: a tailored toolkit to boost your marketing efforts within the dog walking industry. With valuable client insights, their needs, and ready-to-use solutions, our pack is your route to a swift and successful marketing strategy. Upgrade your marketing with our pack today!

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