Document pack
Bookkeeping Client Onboarding Pack: Questionnaire, Engagement Letter and Checklists
The documents a solo bookkeeper writes again for every new client, drafted once: what to ask, what to agree in writing, and what to request each month.
$39 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Solo bookkeepers and small practices that want a consistent start with each client.
Not the right fit if
You aren't a bookkeeper taking on clients, or you need an engagement letter already reviewed by an attorney for your state.
Why it is different
- Written for a one-person practice, not a firm with an operations team.
- Every blank is marked, so nothing ships with another business's details in it.
- Plain Word files you can edit and PDFs you can print today.
What is inside
- New client questionnaire. Entity, software, banks, payroll, sales tax, prior books and who else touches the numbers.
- Engagement letter template. Scope, fees, client duties, timing and termination, as editable text with blanks. Have your own attorney review it before use.
- Year-end document checklist. What to collect from the client at year end for the tax preparer.
- Monthly request emails. Short emails asking for statements, receipts and answers, ready to edit.
- Access and security policy. How you handle logins, shared passwords and client files.
A look inside
The first pages, as you will get them
Get it
Bookkeeping Client Onboarding Pack
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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.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
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. The engagement letter is a template, not legal advice. Have an attorney review it for your state and practice. Not tax or accounting advice. 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.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Bookkeeping Client Onboarding Pack comes as a zip with five documents, each as an editable Word file and a printable PDF: New Client Questionnaire, Engagement Letter Template, Year-End Document Checklist, Monthly Request Emails, and Access and Security Policy. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. 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?
The engagement letter is a template, not legal advice. Have an attorney review it for your state and practice.
Is it the right fit for me?
It is made for solo bookkeepers and small practices that want a consistent start with each client. Skip it if you aren't a bookkeeper taking on clients, or you need an engagement letter already reviewed by an attorney for your state.
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Read the book
Bookkeeping Fundamentals
A college-level bookkeeping course, without the tuition. By Matthew Colt, $9.99 as an ebook (EPUB and PDF).
Buy it with the others