Bookkeeping Business Starter Kit | Pricing Guide, Intake Form, Invoice, Close Calendar & Checklist | Editable Canva Template

Onboard your first bookkeeping client looking like you've done this for years — no design skills needed.

This 9-page starter kit gives you everything to book and reassure your first small business client:

• Service & Pricing Guide — monthly bookkeeping tiers plus payroll & tax add-ons, pre-priced and ready to edit

• Client Intake Form — entity type, software, and transaction volume captured upfront

• Invoice Template — get paid on time, every time

• Monthly Close Calendar — plan reconciliation week to week

• Now Booking Social Post — caption + hashtags, just drop in your logo

• Monthly Close Checklist — never miss a reconciliation step

• Referral & Loyalty Flyer — turn every client into your next referral

• BONUS: Your First 3 Clients Launch Guide — step-by-step to your first paying clients

Fully editable in Canva (free account works) — swap in your logo, rates, and colors in minutes. Delivered as a print-ready PDF + editable Canva link.