Document pack
Bookkeeping Client Onboarding Pack: Questionnaire, Engagement Letter and Checklists
The documents a solo bookkeeper writes again for every new client, drafted once: what to ask, what to agree in writing, and what to request each month.
$39 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.
Why it is different
- Written for a one-person practice, not a firm with an operations team.
- Every blank is marked, so nothing ships with another business's details in it.
- Plain Word files you can edit and PDFs you can print today.
What is inside
- New client questionnaire. Entity, software, banks, payroll, sales tax, prior books and who else touches the numbers.
- Engagement letter template. Scope, fees, client duties, timing and termination, as editable text with blanks. Have your own attorney review it before use.
- Year-end document checklist. What to collect from the client at year end for the tax preparer.
- Monthly request emails. Short emails asking for statements, receipts and answers, ready to edit.
- Access and security policy. How you handle logins, shared passwords and client files.
Get it
Bookkeeping Client Onboarding Pack
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. The engagement letter is a template, not legal advice. Have an attorney review it for your state and practice. Not tax or accounting advice. 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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