Bundle
Bookkeeper Practice Bundle: Onboarding Pack, Email Library and AI Prompt Pack
The documents, emails and prompts a solo bookkeeping practice reuses all year, in one download.
$59 one time · example and blank copies · download link by email
Who it is for
Solo bookkeepers and small practices that want a consistent start with each client and quicker first drafts.
Why it is different
- Three products for less than buying them one by one.
- Each keeps its own folder.
- Written for a one-person practice.
What is inside
- Bookkeeping Client Onboarding Pack. Questionnaire, engagement letter template, checklists and request emails.
- Client Email Template Library. Thirty editable emails for onboarding, getting paid, scope and referrals.
- AI Prompt Pack. Forty prompts for client emails, bookkeeping chores, marketing and policies.
Get it
Bookkeeper Practice Bundle
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
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. Templates, not legal, tax or accounting advice. Have an attorney review the engagement letter before use. AI drafts can be wrong; review everything. 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.
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