Bookkeeping Assistants / Recordkeeping Support Starter Kit

Get a coordinated bookkeeping assistants document Starter Kit with editable agreements, intake forms, checklists, records, and client handoff templates.

CA$54 for 8 profession-specific documents.

• Bookkeeping Support Services Agreement
• Financial Records Intake Form
• Expense & Recordkeeping Plan
• Financial Records Access Authorization
• Non-CPA & Non-Tax Service Disclosure
• Monthly Recordkeeping Checklist
• Financial Records Organization Summary
• Recordkeeping Discrepancy Report