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Correct Counts tool
Client Onboarding Checklist & Email Templates
Give new bookkeeping clients a more organized start with a ready-to-use onboarding process.
For: Bookkeepers
$12.00
Digital download. No physical item ships.
Buy on Etsy · $12.00Payment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadThree editable Word (.docx) files. Works alongside QuickBooks Online or Xero.
I created this template from my experience as an Accounting Manager. About me →
Preview 1 of 7
Inside your download
What’s included
- Client onboarding checklist with 24 steps across paperwork, access, file setup, and first close
- Four welcome emails for days 1, 2, 6, and 14
- Client document request list with 24 items and the reason for each
Who it’s for
Bookkeepers whose every onboarding starts from scratch.