THE CLIENT WELCOME SYSTEM WILL BE OPEN SO SOON, WITH A SPOT WAITING FOR YOU TO HELP YOU BUILD A SMOOTHER BOOKKEEPING PRACTICE WITH BETTER SYSTEMS, MORE TIME BACK, AND WAY LESS CHAOS.
SCROLL DOWN TO SEE WHAT'S INCLUDED AND ADD YOUR NAME TO THE WAITLIST
Stop Spending Hours on
Client Onboarding
Get the complete system that takes new clients from "yes" to working smoothly in your practice — without the chaos.
"Every time I bring on a new client, I'm scrambling to remember what info I need, what emails to send, and what steps I might be forgetting. It takes forever and I know I'm missing things."
There's a better way.
Introducing The Client Welcome System — the complete toolkit that streamlines your entire onboarding process from 4-6 hours down to 1-2 hours.
No more reinventing the wheel with every new client. No more wondering if you asked for the right documents. No more scrambling to remember what comes next.
Inside The Client Welcome System:
✔️Main Training Video
See exactly how the whole system fits together in under 10 minutes
✔️6 Done-For-You Email Templates
Welcome sequence ready to copy, paste, and personalize
✔️Complete Client Intake Form
Gather everything you need from new clients in one clean step
✔️Step-by-Step Onboarding Checklist
Never miss a step or forget to follow up again
✔️4 Bonus Video Tutorials
Learn how to automate your system with Gmail, Google Drive, Google Forms, & Asana
What Changes When You Have This System
⏰ Get Your Time Back
Cut your onboarding time by 50-75% so you can spend more time on billable work (or just... not working).
😌 Feel Confident & Professional
Know exactly what to do at every step. Look polished and organized to every new client from day one.
🎯 Stop Missing Important Details
Your checklist ensures nothing falls through the cracks — no more forgotten access requests or missing documents.
📈 Scale Your Practice
Join the Waitlist
Be the first to know when The Client Welcome System launches
(plus get an exclusive early-bird discount!)