{"product_id":"bookkeeper-client-onboarding-system-professional","title":"Bookkeeper Client Onboarding System Professional","description":"\u003cp\u003eTurn client onboarding into a repeatable professional system.\u003c\/p\u003e\n\u003cp\u003eBookkeeper Client Onboarding System Professional is a complete Microsoft Excel workbook designed to help bookkeepers manage multiple clients from initial setup through completed onboarding.\u003c\/p\u003e\n\u003cp\u003eKEY FEATURES\u003c\/p\u003e\n\u003cp\u003e✓ Manage multiple bookkeeping clients\u003cbr\u003e✓ Central Client Directory\u003cbr\u003e✓ Services \u0026amp; Engagement tracking\u003cbr\u003e✓ Document Request Tracker\u003cbr\u003e✓ Onboarding Checklist\u003cbr\u003e✓ Tasks \u0026amp; Deadlines\u003cbr\u003e✓ Recurring Tasks\u003cbr\u003e✓ Billing \u0026amp; Payment Setup\u003cbr\u003e✓ Communication \u0026amp; Follow-Ups\u003cbr\u003e✓ Client Notes\u003cbr\u003e✓ Automatic onboarding completion percentages\u003cbr\u003e✓ Overdue and due-soon alerts\u003cbr\u003e✓ Professional Dashboard\u003cbr\u003e✓ Print-friendly Client Summary\u003cbr\u003e✓ Input Check quality-control system\u003cbr\u003e✓ Customizable business branding\u003cbr\u003e✓ No macros required\u003c\/p\u003e\n\u003cp\u003eWHAT'S INCLUDED\u003c\/p\u003e\n\u003cp\u003e✓ Professional Excel Workbook\u003cbr\u003e✓ Example Excel Workbook\u003cbr\u003e✓ 13-page User Guide PDF\u003cbr\u003e✓ Quick Start Guide PDF\u003cbr\u003e✓ License\u003cbr\u003e✓ README\u003cbr\u003e✓ Changelog\u003c\/p\u003e\n\u003cp\u003e14 INTEGRATED WORKSHEETS\u003c\/p\u003e\n\u003cp\u003eStart Here\u003cbr\u003eDashboard\u003cbr\u003eClient Directory\u003cbr\u003eServices \u0026amp; Engagement\u003cbr\u003eDocument Request Tracker\u003cbr\u003eOnboarding Checklist\u003cbr\u003eTasks \u0026amp; Deadlines\u003cbr\u003eRecurring Tasks\u003cbr\u003eBilling \u0026amp; Payment Setup\u003cbr\u003eCommunication \u0026amp; Follow-Ups\u003cbr\u003eClient Notes\u003cbr\u003eClient Summary\u003cbr\u003eInput Check\u003cbr\u003eLists \u0026amp; Settings\u003c\/p\u003e\n\u003cp\u003eCUSTOMIZE IT FOR YOUR BUSINESS\u003c\/p\u003e\n\u003cp\u003eAdd your own business name, contact information, and visible branding for use inside your own bookkeeping business.\u003c\/p\u003e\n\u003cp\u003eSYSTEM REQUIREMENTS\u003c\/p\u003e\n\u003cp\u003eMicrosoft Excel recommended\u003cbr\u003eXLSX format\u003cbr\u003eNo macros required\u003cbr\u003eNo external add-ins required\u003c\/p\u003e\n\u003cp\u003eDIGITAL PRODUCT\u003c\/p\u003e\n\u003cp\u003eThis is a digital download. No physical product will be shipped.\u003c\/p\u003e\n\u003cp\u003eFor security, do not store passwords, Social Security numbers, full bank account numbers, authentication codes, or other highly sensitive credentials in the workbook.\u003c\/p\u003e\n\u003cp\u003ePlease review the included License for permitted use.\u003c\/p\u003e","brand":"ShadesWeb","offers":[{"title":"Default Title","offer_id":58364178137391,"sku":null,"price":19.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0994\/6087\/4543\/files\/bookkeeper_fd236177-4aa2-4940-a64b-198e86447e6e.png?v=1787609222","url":"https:\/\/shadesweb.com\/products\/bookkeeper-client-onboarding-system-professional","provider":"ShadesWeb","version":"1.0","type":"link"}