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 11 profession-specific documents.
Open the Bookkeeping Assistants / Recordkeeping Support Kit Companion
- 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
- Bookkeeping Support Service Estimate & Quote
- Bookkeeping Support Client Invoice
- Freelance Assistant Income & Expense Log