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Spreadsheet · Digital download

Bookkeeper Client Onboarding Kit

Bookkeeper client onboarding kit: engagement letter, new client intake, document request list, onboarding SOP, month-end close checklist, access inventory and a proposal, client, document-tracking and practice-profit workbook.

DOCXXLSXPDF10 files982 KB
Price $39.99USD

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 10, 2026.

Description

A complete onboarding system for bookkeeping practices: an engagement letter that sets scope, exclusions (no tax, audit or legal advice), client responsibilities, fees, read-only access and termination; a new client intake questionnaire; an onboarding document request list explaining why each document is needed; a day-by-day onboarding SOP with quality checks; a month-end close checklist; and a systems & access inventory that never stores passwords. The workbook prices proposals from your own packages and add-ons, tracks prospects and engagements to payment, tracks every requested document with days outstanding and follow-up flags, and shows practice profit.

Editable documents (6 DOCX files, US Letter): Bookkeeping Engagement Letter; New Client Intake Questionnaire; Onboarding Document Request List; Client Onboarding SOP; Month-End Close Checklist; Systems & Access Inventory.

Operations workbook (9 sheets, 6,220 formulas): Settings, a 15-item price list of monthly packages, add-ons and project fees with cost and margin, a proposal calculator (discount, first payment, cost and gross profit), a client and engagement tracker with balances and overdue flags, an onboarding document-request tracker (days outstanding, follow-up flags), income and expenses, a monthly profit summary and a dashboard with chart. The Example copy is filled with a fictional solo bookkeeping practice (Ledgerlight Bookkeeping) with 2026 client work (84 engagements, 163 income and expense lines); the Blank copy has the price list and drop-down lists ready to edit.

Printable PDF in US Letter and A4 (10 pages): a quick start and every document, ready to print and fill in by hand.

Tested: workbook formulas recalculated in LibreOffice Calc and checked against independently computed values (example, blank and an edge-case copy); DOCX files opened and rendered in LibreOffice Writer. Not tested in Microsoft Excel, Word, Google Sheets/Docs or Apple apps.

Contract-style documents are templates, not legal advice; have them reviewed for your jurisdiction. General information, not legal, tax, accounting or safety advice.

Who it's for: Freelance and small-firm bookkeepers onboarding small-business clients for monthly bookkeeping, catch-up projects and year-end work (US wording)..

Included files

  • bookkeeper-client-onboarding-kit-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • BK-01-Bookkeeping-Engagement-Letter.docxEngagement letter: scope, what's not included (tax, audit, legal), client responsibilities, fees, access and security, confidentiality, termination (editable DOCX, US Letter)DOCX
  • BK-02-New-Client-Intake-Questionnaire.docxBusiness profile for onboarding: entity, accounting method, software, accounts, payroll, sales tax, inventory, the state of the books and goals (editable DOCX, US Letter)DOCX
  • BK-03-Onboarding-Document-Request-List.docxChecklist of documents to request from a new client, with the period needed; mirrors the Document Requests sheet (editable DOCX, US Letter)DOCX
  • BK-04-Client-Onboarding-SOP.docxStep-by-step onboarding from signed engagement letter to first monthly close and review call, with target days (editable DOCX, US Letter)DOCX
  • BK-05-Month-End-Close-Checklist.docxRepeatable monthly close for each client: reconciliations, payroll, AR/AP, sales tax, review and report delivery (editable DOCX, US Letter)DOCX
  • BK-06-Systems-and-Access-Inventory.docxRecord of every system you can access for a client: access type, invited date, MFA and removal at the end of the engagement (editable DOCX, US Letter)DOCX
  • Bookkeeper-Onboarding-Kit-Workbook-Example.xlsxOperations workbook filled with a fictional solo bookkeeping practice (Ledgerlight Bookkeeping) with 2026 client work: 9 sheets, 6,220 formulasXLSX
  • Bookkeeper-Onboarding-Kit-Workbook-Blank.xlsxBlank operations workbook: price list and lists ready to edit, no entriesXLSX
  • Bookkeeper-Onboarding-Kit-Printables-Letter.pdfPrintable kit: quick start and every document (US Letter, 10 pages)PDF
  • Bookkeeper-Onboarding-Kit-Printables-A4.pdfPrintable kit (A4, 10 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (736 KB).

How to use

Start with the quick start in the PDF. Fill in Settings and the Price List in the blank workbook, then use the intake form and agreement for each new client, quote with the Quote Calculator and log every engagement and payment as it happens.

Customer reviews

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Is the engagement letter suitable for CPA firms?

It's written for bookkeeping services. CPA firms and members of professional bodies may need specific wording under their standards; adjust it and have it reviewed.

Where do clients send sensitive details?

The documents tell clients not to email passwords, full account numbers or SSNs and to use read-only access and your secure portal. The kit doesn't include a portal.

Can I put my own logo and business name on the documents?

Yes. Every DOCX is fully editable: replace the header with your logo, change the wording and save your own versions. The standard licence lets you use completed documents with your own clients.

Is the agreement legally binding as is?

It's a starting template, not legal advice. Rules differ by state, province and country, so have a local lawyer review it before you use it.

Do I need A4 documents?

The PDF comes in US Letter and A4. The DOCX files are set to US Letter; switch them to A4 in your word processor's page setup.

Which apps has it been tested in?

LibreOffice Calc and Writer (formulas recalculated and checked against expected values). Not tested in Excel, Word, Google Sheets/Docs or Numbers/Pages.

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