--- title: "Bookkeeping Client Onboarding Pack | MCC Solutions" description: "Editable documents for a bookkeeper taking on a new client: intake questionnaire, engagement letter template, year-end checklist, monthly request emails…" url: "https://mcc-solutionsnj.com/toolkits/bookkeeping-client-onboarding-pack" --- 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 · 14-day full refund · Word and PDF · download link by email Buy now, $39 Free sample 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Solo bookkeepers and small practices that want a consistent start with each client. Not the right fit if You aren't a bookkeeper taking on clients, or you need an engagement letter already reviewed by an attorney for your state. 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. A look inside ## The first pages, as you will get them [![Page 1 of the New Client Questionnaire (Bookkeeping Client Onboarding Pack)](/img/toolkits/bookkeeping-client-onboarding-pack/doc-1.webp)](/img/toolkits/bookkeeping-client-onboarding-pack/doc-1.webp) First page of New Client Questionnaire [![Page 1 of the Engagement Letter Template (Bookkeeping Client Onboarding Pack)](/img/toolkits/bookkeeping-client-onboarding-pack/doc-2.webp)](/img/toolkits/bookkeeping-client-onboarding-pack/doc-2.webp) First page of Engagement Letter Template Get it ## Bookkeeping Client Onboarding Pack Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=bookkeeping-client-onboarding-pack) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. 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. Ways to get it ## Just this kit, or more This kit **$39 one time** Bookkeeping Client Onboarding Pack. Buy this kit The set **$59 one time** 3 kits including this one, $18 less than buying them separately. [See the set](/toolkits/bookkeeper-practice-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Bookkeeping Client Onboarding Pack comes as a zip with five documents, each as an editable Word file and a printable PDF: New Client Questionnaire, Engagement Letter Template, Year-End Document Checklist, Monthly Request Emails, and Access and Security Policy. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** The engagement letter is a template, not legal advice. Have an attorney review it for your state and practice. **Is it the right fit for me?** It is made for solo bookkeepers and small practices that want a consistent start with each client. Skip it if you aren't a bookkeeper taking on clients, or you need an engagement letter already reviewed by an attorney for your state. Free sample ### Try one page first Get a real page or file from this product by email. We send one confirmation email, and no series follows. Read the book ### Bookkeeping Fundamentals A college-level bookkeeping course, without the tuition. By Matthew Colt, $9.99 as an ebook (EPUB and PDF). [See the book](/toolkits/bookkeeping-fundamentals-ebook) [Read the first pages free](/toolkits/bookkeeping-fundamentals-ebook#free-starter) Buy it with the others [Bundle ### Bookkeeper Practice Bundle This product plus 2 more, in one download. $59 instead of $77 separately](/toolkits/bookkeeper-practice-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Bookkeeping Fundamentals (ebook)](/toolkits/bookkeeping-fundamentals-ebook) $9.99 - [Booster Club and PTA Treasurer Workbook](/toolkits/booster-club-pta-treasurer-workbook) $19 - [Break-Even and Pricing Workbook](/toolkits/break-even-and-pricing-workbook) $24 - [Budget vs Actual Workbook](/toolkits/budget-vs-actual-workbook) $24 - [Business Loan Application Packet](/toolkits/business-loan-application-packet) $29 - [Business Valuation & Three-Statement Cash Flow Forecaster](/toolkits/business-valuation-forecaster) $49 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)