Episode #092 4 Bookkeeping Onboarding Templates to Make Your Life Easier
Following on from last week's episode about creating a Bookkeeping Onboarding Process and Workflow, today's episode of The Bookkeepers' Voice discusses Templates that we use in the process, making this workflow as easy as possible for you.
Watch on as Angie and Maia share 4 types of bookkeeping onboarding templates, why each are so important, where they fit into the process and how they are going to make your life so much easier! From email templates to proposals, to onboarding templates and authority templates – we've covered them all!
If you've ever had any questions about what kinds of templates other bookkeepers use – this is exactly what we share with you in this episode: the exact templates that we use for Off The Hook Bookkeeping, and the templates that our clients have requested from us to fit into their own workflows. We're not saying that what works for us will work for you, but hopefully with enough information and guidance you can get your own systems and templates organised and making your life easier.
Key takeaway: “When you have templates and a good system, your Onboarding Process is going to be effortless!”
Host: Angie Martin and Maia Coghlan
Topic: Bookkeeping Onboarding Templates
- New Client On-boarding (Company)
- New Client On-boarding (Sole Trader)
- Accountant Introduction Reminder
- Receipt Bank Login
- Monthly Client Reminders
- Review Request Email Template Series
- Bookkeeping Proposal for New Clients v1.0
- Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions
Other things mentioned:
Transcript is coming soon.
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