accountants, this is for you

The toolbox

whether you're just starting or you're a veteran in the game, this toolkit is full of valuable templates, advice, and tools for accountants

we see you

Here's the deal, we're accountants. We get the world you live in. Our dinner conversations are also sprinkled with words like profit & loss, sunk costs, and Roth IRAs. Spreadsheets make us a little happier than most people. And clean bookkeeping is muah chef's kiss to us too!

Because we live in this world, we understand what it takes to run a successful accounting firm. We also know how isolating it can be to juggle all the balls at once. So from our team to yours, we want to help.

We've created this Toolbox filled with templates, advice, examples, spreadsheets, etc. Everything you need to get your firm up and running.

We firmly believe you CAN do this. And we want to help you every step of the way. 

a look inside…

01

Getting Your Business Started-checklist, getting legally legit, setting a foundation, etc. 

02

All Things Engagement and Proposals-client contracts, ACH authorizations, etc.

03

Client Onboarding/Offboarding- welcome packet sample, questionnaires, termination letters, etc. 

04

Hiring a Team-offer letters, expense reports, contractor agreements, 1099 trackers

WHAT ARE YOU WAITING FOR?

Let's go!