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Correct Counts tool
New Bookkeeper Starter Bundle
Start your bookkeeping practice with foundational tools for working more consistently and confidently with clients.
$30.00
Instant digital download. No physical item ships.
About this tool
Description
Everything you need to sign and onboard your first bookkeeping clients, from first call to first report: what to charge, what to sign, what to collect, what to send, and how to set up the file.
What’s included
- Pricing guide and rate card, plus a bookkeeping services agreement
- Client onboarding checklist and four welcome email templates
- Chart of accounts import guide and CSV, plus a client document request list
Format
Six editable Word (.docx) files and one CSV. US-focused.
Who it’s for
Bookkeepers launching a practice or signing their first clients.
Templates only, not legal advice. Have an attorney in your state review the agreement.