Bookkeeping Client Onboarding and Cleanup Prompts | WiseYears Apps

Builds ready-to-use AI prompts for onboarding a new bookkeeping client and cleaning up inherited or behind books.

What it covers:

- Client intake questionnaire and onboarding checklist

- Welcome email and first 30 days plan

- Scope and responsibilities

- Triage inherited books and tie out opening balances

- Cleanup plans, backlog catch-up, and findings summaries

How it works: open the file in your browser, enter your unlock code once, pick a task, fill in your details, and copy the prompt into any AI chat tool. Works offline. Your entries stay on your device.

Privacy tip built in: Use labels like Client A instead of real names, and leave out account numbers, Social Security numbers, and logins.

What you get: one ZIP with the HTML app file and a how-to guide PDF. Your unlock code comes with your purchase.

Want all seven? Get the Bookkeeping Prompt Builders Bundle.

Please note: Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice. Digital download.

Watch the walkthrough video: https://youtu.be/nxnKOgTkCL4