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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.
For: Bookkeepers
$30.00
Digital download. No physical item ships.
Buy on Etsy · $30.00Payment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadSix editable Word (.docx) files and one CSV. US-focused.
I created this template from my experience as an Accounting Manager. About me →
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Inside your download
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
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.