The Bookkeeper Client Intake Engine™

Run a cleaner, faster, and more professional client onboarding process with The Bookkeeper Client Intake Engine™.

This premium operational system was built for bookkeepers, accountants, tax preparers, and cleanup specialists who need a structured way to collect client information, request documents, track access, and manage setup without relying on scattered email threads.

Inside this bundle, you get a fully editable Excel and Google Sheets workflow designed to help you move every new client through intake, document collection, access setup, follow-up, and kickoff with more clarity and less friction.

WHAT’S INCLUDED

- Premium client intake workbook

- Dashboard overview tab

- Client Master database

- Intake Form Tracker

- Document Request Tracker

- Access Setup Tracker

- Kickoff Checklist

- Pending Items Log

- Copy-and-paste email scripts

- Editable client policies sheet

- Quick Start Guide PDF

- A4 and US Letter printable checklists

WHO IT’S FOR

- Solo bookkeepers

- Freelance accountants

- Tax preparers

- Cleanup specialists

- Virtual CFOs

- Small bookkeeping firms

WHY BUYERS LOVE IT

- Cleaner onboarding workflow

- Fewer missed steps

- Easier client follow-up

- Better document control

- More professional client experience

- Editable and reusable for every new client

FORMAT

- Instant digital download

- Excel workbook

- Google Sheets compatible

- PDF guidebook

- Printable checklists

NOTES

This is a digital product. No physical item will be shipped.