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Correct Counts tool
Complete Client Onboarding Packet + Tracker
Set clear expectations from the beginning with a polished packet for gathering what a new bookkeeping client needs.
For: Bookkeepers
$38.00
Digital download. No physical item ships.
Buy on Etsy · $38.00Payment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadPrint-ready PDF, editable Word (.docx), and Excel (.xlsx) that opens in Excel, Numbers, and Google Sheets.
I created this template from my experience as an Accounting Manager. About me →
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Inside your download
What’s included
- Six-page printable packet with welcome letter, intake form, access list, document request list, preferences, and engagement checklist
- Six-tab onboarding tracker with client roster, progress, steps, documents, access, and compliance calendar
Who it’s for
Bookkeepers ready to run onboarding the same way for every client.