Bundle
Bookkeeper Practice Bundle: Onboarding Pack, Email Library and AI Prompt Pack
The documents, emails and prompts a solo bookkeeping practice reuses all year, in one download.
$59 $77 You save $18 one time · 14-day full refund · one download · download link by email
🌙 The desk is asleep. The store never is.
Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Solo bookkeepers and small practices that want a consistent start with each client and quicker first drafts.
Why it is different
- Three products for less than buying them one by one.
- Each keeps its own folder.
- Written for a one-person practice.
What is inside
- Bookkeeping Client Onboarding Pack. Questionnaire, engagement letter template, checklists and request emails.
- Client Email Template Library. Thirty editable emails for onboarding, getting paid, scope and referrals.
- AI Prompt Pack. Forty prompts for client emails, bookkeeping chores, marketing and policies.
Get it
Bookkeeper Practice Bundle
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Templates, not legal, tax or accounting advice. Have an attorney review the engagement letter before use. AI drafts can be wrong; review everything. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
Do I get every product in one download?
Yes. One zip holds all three products, each in its own folder: Bookkeeping Client Onboarding Pack, Client Email Template Library, and AI Prompt Pack for Bookkeepers and Notaries. The download link arrives by email after payment.
What if I already own one of them?
The bundle price stays the same, and there is no credit for an earlier purchase. If the bundle and one of its products are both in your cart, the cart removes that product so you do not pay for it twice.
Will the files open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone, and the Word files edit in Word, Google Docs or LibreOffice. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
Templates, not legal, tax or accounting advice. Have an attorney review the engagement letter before use.
Read the book
Bookkeeping Fundamentals
A college-level bookkeeping course, without the tuition. By Matthew Colt, $9.99 as an ebook (EPUB and PDF).
Also from MCC Solutions
Month-End Close Workbook
A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
$19
Sales-Channel Profit Tracker
Which channel makes you money, and which one only looks busy? Sales minus cost of goods, shipping, platform and card fees and event costs, by channel, by event and by month.
$24