The Modern Bookkeeper Client Welcome System
A complete plug-and-play onboarding system for practicing bookkeepers who want to stop scrambling with every new client. Includes step-by-step video training, ready-to-use email templates, intake forms, checklists, and workflow setup to onboard clients professionally in 1-2 hours instead of 4-6.
💳Refund Policy
Not satisfied? Email for a full refund within 7 days. No questions asked.
🔏Security & Privacy Policy
All personal information you submit is encrypted and secure. We will not share or trade online information that you provide us (including e-mail addresses).
💻Customer Support
Team Whiteaker is here to support you every step of the way! Questions? Email us athello@jessicawhiteaker.com.
