The Bookkeeper's Start-Up Bundle

This bookkeeper's start-up bundle is a compilation of documents that will help save time & money by not having to re-create documents for your business (with LOTS of added bonuses that cannot be purchased separately!) It's purpose is to help you look more professional when dealing with clients and creating contracts. These documents serves as templates to help you get started and is not intended for any legal purposes, nor to give legal advice.


The bundle includes:

• New Client Evaluation Form (Word Doc)
• New Business Start-Up Checklist (Word Doc)
• Sample Engagement Letter for Clean-Up/Catch-Up Services (Word Doc)
• Monthly Bookkeeping Terms & Agreement (Word Doc)
• (Bonus) - Year-End Closing Checklist (Word Doc)
• Sample Engagement Letter for Tax Services (Word Doc)
• Client Questionnaire for Tax Services (Word Doc)
• (Bonus) - Client Termination Letter (Word Doc)
• (Bonus) - 10 Reasons Why Your Business Needs a Bookkeeper (Word Doc)
• (Bonus) - Sample Fee Schedule/Value-Added Pricing Model (pdf)
• How to Create a Business Plan in 10 Easy Steps (Pdf Workbook) - Regular price $14.99

 

*The bonus items are only sold with the bundle & cannot be purchased separately.

Thanks for your purchase!