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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.
$38.00
Instant digital download. No physical item ships.
About this tool
Description
The full client-facing packet plus the tracker behind it, unbranded so you can send it under your own name. This is the packet I send, not a template I found.
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
Format
Print-ready PDF, editable Word (.docx), and Excel (.xlsx) that opens in Excel, Numbers, and Google Sheets.
Who it’s for
Bookkeepers ready to run onboarding the same way for every client.