The Bookkeeper Client Intake Engine™

Premium Client Setup System for Bookkeepers, Accountants & Tax Preparers

This premium operational system was built for bookkeepers, accountants, tax preparers, and cleanup specialists who need a structured way to collect client information, request documents, track access, and manage setup without relying on scattered email threads.

Inside this bundle, you get a fully editable Excel and Google Sheets workflow designed to help you move every new client through intake, document collection, access setup, follow-up, and kickoff with more clarity and less friction.

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WHAT’S INCLUDED

• – Premium client intake workbook
  – Dashboard overview tab
  – Client Master database
  – Intake Form Tracker
  – Document Request Tracker
  – Access Setup Tracker
  – Kickoff Checklist
  – Pending Items Log
  – Copy-and-paste email scripts
  – Editable client policies sheet
  – Quick Start Guide PDF
  – A4 and US Letter printable checklists

WHO IT’S FOR

• – Solo bookkeepers
  – Freelance accountants
  – Tax preparers
  – Cleanup specialists
  – Virtual CFOs
  – Small bookkeeping firms

WHY BUYERS LOVE IT

• – Cleaner onboarding workflow
  – Fewer missed steps
  – Easier client follow-up
  – Better document control
  – More professional client experience
  – Editable and reusable for every new client

FORMAT

• – Instant digital download
  – Excel workbook
  – Google Sheets compatible
  – PDF guidebook
  – Printable checklists

NOTES
This is a digital product. No physical item will be shipped.