First Client Launch Kit

Description

You already understand accounting. What you may not have is a repeatable system for turning that experience into a professional bookkeeping service.

The First Client Launch Kit is a practical, editable workbook that walks you through the decisions and processes needed to prepare for, sign and onboard your first bookkeeping client.

Inside the kit:

• Ideal Client Worksheet
• Simple Offer Builder
• Formula-driven Pricing Calculator
• Discovery Call Guide
• Scope and Boundaries Worksheet
• Client Onboarding Checklist
• Client Information Request Template
• Welcome and Follow-Up Email Templates
• Monthly Workflow Builder
• First 30 Days Roadmap
• Example Client Folder Structure

Yellow cells show you exactly where to enter your information. Calculated results and recommended outputs appear in green.

Founding launch price: $27

Purchase now and receive future updates to this edition as the toolkit is expanded.

This product provides educational and business-planning resources. It does not provide legal, tax or professional-liability advice. Templates should be customized for your business, and client agreements should be reviewed by a qualified attorney.