Bookkeeper Client Onboarding System Professional

Name: Bookkeeper Client Onboarding System Professional
Brand: ShadesWeb
Price: 19.95 USD
Availability: InStock

Professional Excel Client Onboarding System for Bookkeepers

$19.95 USD

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Free Updates Future Version 1.x updates included.

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Turn client onboarding into a repeatable professional system.

Bookkeeper Client Onboarding System Professional is a complete Microsoft Excel workbook designed to help bookkeepers manage multiple clients from initial setup through completed onboarding.

KEY FEATURES

✓ Manage multiple bookkeeping clients
✓ Central Client Directory
✓ Services & Engagement tracking
✓ Document Request Tracker
✓ Onboarding Checklist
✓ Tasks & Deadlines
✓ Recurring Tasks
✓ Billing & Payment Setup
✓ Communication & Follow-Ups
✓ Client Notes
✓ Automatic onboarding completion percentages
✓ Overdue and due-soon alerts
✓ Professional Dashboard
✓ Print-friendly Client Summary
✓ Input Check quality-control system
✓ Customizable business branding
✓ No macros required

WHAT'S INCLUDED

✓ Professional Excel Workbook
✓ Example Excel Workbook
✓ 13-page User Guide PDF
✓ Quick Start Guide PDF
✓ License
✓ README
✓ Changelog

14 INTEGRATED WORKSHEETS

Start Here
Dashboard
Client Directory
Services & Engagement
Document Request Tracker
Onboarding Checklist
Tasks & Deadlines
Recurring Tasks
Billing & Payment Setup
Communication & Follow-Ups
Client Notes
Client Summary
Input Check
Lists & Settings

CUSTOMIZE IT FOR YOUR BUSINESS

Add your own business name, contact information, and visible branding for use inside your own bookkeeping business.

SYSTEM REQUIREMENTS

Microsoft Excel recommended
XLSX format
No macros required
No external add-ins required

DIGITAL PRODUCT

This is a digital download. No physical product will be shipped.

For security, do not store passwords, Social Security numbers, full bank account numbers, authentication codes, or other highly sensitive credentials in the workbook.

Please review the included License for permitted use.

Version 1.0

File Size 348 kB

Last Updated August 24, 2026

Changelog

Version 1.0 — Initial public release. Includes complete 14-sheet bookkeeping client onboarding system, dashboard, client summary, Input Check, example workbook, User Guide, Quick Start Guide, license, README, and changelog.

Compatibility

Microsoft Excel for Windows and macOS

Perfect For

Independent bookkeepers; bookkeeping firms; virtual bookkeeping businesses; freelance bookkeepers; accounting support professionals.

Features

Multi-client onboarding management; client directory; service and engagement tracking; document request tracking; onboarding checklist; tasks and deadlines; recurring tasks; billing and payment setup; communication and follow-up tracking; client notes; completion tracking; overdue alerts; dashboard; client summary; Input Check; customizable business branding; no macros required.

What's Included

Main Excel Workbook, Example Workbook, 13-page User Guide PDF, Quick Start PDF, License, README, Changelog

System Requirements

Microsoft Excel; XLSX-compatible environment; no macros or external add-ins required

Frequently Asked Questions

Q: Is Microsoft Excel required?
A: Microsoft Excel is recommended for full functionality.

Q: Does it include sample data?
A: Yes. A separate example workbook is included.

Q: Can I add my own business branding?
A: Yes. You can customize visible business name and contact information for your own business use.

Q: Can I resell or redistribute the workbook?
A: No. Resale, redistribution, sublicensing, and template resale are prohibited under the included license.

Q: Does it store passwords or banking credentials?
A: No. Do not store passwords, full bank account numbers, SSNs, authorization codes, or similar sensitive credentials in the workbook.