Repetitive & Exhausting
↑↑ Words to describe onboarding new clients.
- You're answering the same onboarding questions for the 10th time this month.
- Hunting through old emails to find that one template you used last time.
- Realizing at 9 PM you forgot to ask a client for their EIN.
You want to run your bookkeeping business efficiently — not spend entire afternoons on emails...
But where do you start?
The Client Welcome System gives you the exact templates, forms, and processes
to onboard clients professionally in 1-2 hours instead of 4-6
— freeing up time for the work that actually grows your business.
ORDER NOW
Jessica Whiteaker
BOOKKEEPER TEACHING BOOKEEPERS
"After 10 years as a bookkeeper, I finally got tired of spending 4-6 hours onboarding every single client."
So I built a system: done-for-you emails, an intake form that collects everything upfront, and a checklist that makes sure nothing gets missed.
Now onboarding takes me 1-2 hours. I have more time for actual bookkeeping (and life). And I sound professional without overthinking every email.
This is that exact system.
Inside The Client Welcome System,
You'll Get:
13 Client Welcome Email Templates ($67 Value)
Plug-and-Play Client Intake Form ($47 Value)
Step-by-Step Onboarding Checklist ($37 Value)
BONUS: 4 Tech Training Modules ($97 Value)
Each piece works together to streamline client onboarding from start to finish — so you can welcome new clients in 1-2 hours instead of 4-6, look polished and professional, and get back to the work you actually enjoy.
"I've literally copy-pasted the wrong client's name into a welcome email before. Not my proudest moment. That's when I knew I needed a real system."
HERE'S HOW IT WORKS
↓
01
Buy The System
Click the button, get instant access to everything
02
Set It Up
(Takes Less Than An Hour)
Watch the walkthrough video, plug in your business name, save the templates. Done.
03
Stop Reinventing The Wheel
Use the same proven process for every new client. Save 3-4 hours per onboarding. Actually log off at a decent hour.
ORDER NOWThe Alternative?
Stay stuck in the cycle. Rewrite the same welcome email for the 47th time. Panic at 10 PM wondering if you forgot to ask a client for something crucial.
Watch your business grow while your time and sanity shrink — because you never built a system that actually works.
With The Client Welcome System...
You Will...
Onboard new clients in 1-2 hours instead of 4-6 — using templates you customize once and reuse forever.
You Will Not...
Get a "done for you" service where someone else handles all your onboarding — you'll still need to customize the templates and send the emails yourself.
You Will...
Stop second-guessing your emails and forgetting important steps — because you'll have a proven checklist and done-for-you communication templates.
You Will Not...
Learn bookkeeping fundamentals or software-specific training — this system is purely about client communication and onboarding processes, not the technical bookkeeping work.
Imagine less than an hour from now...
You have time for life
beyond bookkeeping...
Where client onboarding takes 1-2 hours instead of an entire day, leaving room for:
→Taking Fridays off
→Not working weekends during tax season
→Having capacity for 2-3 higher-paying clients instead of drowning in admin for lower-paying ones
All you have to do is stop reinventing the wheel with every new client.
And I've taken ALL the guesswork out of client onboarding inside The Client Welcome System.
→Canva PDF Reference Sheets (A $27 Value)
→How Google Forms Work + Collect Data (A $47 Value)
→How to Save Email Templates in Gmail (A $37 Value)
→Using Asana for Client Onboarding (A $47 Value)
→Setting Up Client Folders in Google Drive (A $47 Value)
Over $200 worth of templates, training, and time-saving tools...
