Boss Bookkeeper Starter Pack

Step into your role as a Boss Bookkeeper with confidence. This starter pack gives you the essential tools to launch your bookkeeping services the right way. From contracts to client onboarding, you’ll have everything you need to look professional, stay organized, and close clients with ease.

What’s inside:

• Service agreement & contract templates

• Client onboarding forms (intake, W-9 request, info sheet)

• Discovery call script

• Follow-up email swipes

With this pack, you’ll be prepared to handle clients like a pro from day one.