Free Workflow Guide + Template For USA Bookkeepers

Learn how to systematically onboard your new clients (without missing a step)

Free Workflow Guide + Template For USA Bookkeepers

Do you want to learn a step-by-step workflow for onboarding new bookkeeping clients to save time and reduce frustration?

In this brand-new workflow guide, you'll discover:

  • A high-level flowchart showing the 6 key stages of the onboarding workflow
  • 4 do's and 3 don'ts of streamlined client onboarding
  • A flexible onboarding workflow template with email templates and checklists that has been built to work in Pixie
  • A real world case study of how one firm streamlined their onboarding process and scaled up their firm (without hiring more staff)

What's inside?

Here's what you'll learn.

Birds-eye view

See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated

Workflow template

Access a Pixie workflow template complete with checklists & done-for-you email templates (It's the same one I use in my firm!)

Do´s and don´ts USA onboarding

Discover 4 do's and 3 don'ts when it comes to streamlining your onboarding process (I learnt these tips the hard way over the years!)


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