This new client template will streamline
your work week and keep you on track
with all your client work! Get ready to say 'hello' to more time and 'goodbye' to overwhelm.
This template is perfect for those who need to put systems and processes in place to scale their business
, but don't have the time because they're so busy with client work.
This template is also perfect for beginners! It will give you all the tools you need to k ick off your new business on the right foot! The earlier you put processes in place, the easier
it will be to take on new clients and grow your business effectively.
We spent months
creating, refining, and improving this template with detailed processes and procedures - so you don't have to!
This template lays the foundation to keep all your workflows organized and on track! All you have to do is upload and tailor to your liking!
What You Get:
Complete systems and processes
for all weekly and monthly bookkeeping tasks (recording expenses/income/payroll/month-end tasks)
Organized bookkeeping tasks
that can be used with any client!
A step-by-step walkthrough of how to take your client through the entire onboarding process
once they've signed their proposal/engagement
Our customized Smart Card
template that allows you to keep all crucial client info in one place!
A video walkthrough
of how to implement and optimize this into your business!
And as an addedBONUS,
you also get our 1099 prep processes and procedures!
