For bookkeepers & accountants
Letter signed and paid before you open their books.
Taking on your first few clients means an engagement letter, a payment, and a list of things to collect — normally three separate chases. Here they are one page and one order.
No card. Two questions. Your first 2 clients are free.
Sound familiar
What this usually looks like.
- 01
Getting the letter signed and the first payment made takes two separate back-and-forths, through two tools that have never heard of each other.
- 02
The details worth keeping next to the letter — what kind of company, what software they were on, what is outstanding — get collected somewhere else entirely.
- 03
Chasing documents out of a new client is a job you do by hand, one email at a time, every time.
Where to start
What you send them first.
In this order. Everything with a name below is a document that is already written — open it, change what does not fit, send it.
- 01
Simple services agreementFree plan
Your engagement letter, signed by typed name, with the time and a fingerprint of the wording kept.
- 02
New client questionnaireFree plan
Company type, what software they were on, and what they most want sorted first.
- 03
Payment terms and late feesPaid plans
When you get paid and what happens when you do not. The clauses that decide whether the money arrives.
- 04
Your first bill
The first month or the first fee, paid before the work starts.
Nothing to write
And everything else you might need.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Straight answers
A couple of things worth asking.
Can I collect a monthly retainer automatically?
Not yet — there is no automatic repeat billing. You send each month’s bill yourself, which takes about a minute. Better you know that now.
Is a typed signature enough for an engagement letter?
It records a simple electronic signature with the time, the IP address and a fingerprint of the exact wording. It is not a certified e-signature service, so use your own professional judgment about what needs one.
Ready when you are
Set it up this afternoon, invite your next client tonight.
Free for your first 2 clients — the whole thing, no card — and $999 once if you would rather own it than rent it.
No card · Two questions · Your first 2 clients are free