Tired of Guessing What to Send New Clients?
Here’s a simple checklist that shows you exactly what to send, say, and set up when a new client signs on.
YES SEND ME THE CHECKLIST!When I started my bookkeeping business, the work didn’t scare me — the people part did.
What to say, what to send, what to ask for... it all felt awkward and inconsistent.
I just wanted to do the bookkeeping — but I needed a process that made the rest easier.
That’s why I made this checklist. It’s the exact flow I use to start every new client relationship on the right foot.
what you'll get
✓ A repeatable onboarding flow (no more reinventing the wheel)
✓ A list of what to send and when to send it
✓ Tips that make new-client setup faster and less stressful
✓ A tool you’ll use again and again
Coming Soon