6. Bookkeeping Business Bundle


Includes all the items you need to streamline your business including Asana Client Workflow Template, Lead Workflow Template, New Client Onboarding Template & the Welcome Guide for New Clients at a bundle discount price.

These Done for You workflows, templates and emails will enable you to get your practice up and running quickly so you can start making money & growing your business.

Need to see what it looks like before you buy? Here’s the video overview.


The Bookkeeping Business Bundle has all the pieces you need to get your practice up and running “yesterday”.

All you need to do is install into the software of your choice. We love and recommend the combo of Asana and 17 Hats but this system works well with other platforms.

  1. Client Workflow Template (US version)
  2. Client Workflow Template (CAD version)
  3. Lead Workflow Template
  4. Client Onboarding Template
  5. Welcome Guide for New Clients

Choose either the CAD or US Version of the Workflow Template and then get all of the other three templates as well as the associated install and training videos.

Buying all these items  as a bundle saves you almost 10% off compared to purchasing each item separately

Total purchased separately – $650

Bundle Price – $597


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