You've got the skills — now a stranger is about to trust you with their books. The First Client Kit is the paperwork side of that moment, done for you: the engagement letter, the pricing, the onboarding, and the monthly routine, all as editable Word documents.
The document that prevents "I thought that was included." Scope, exclusions, fees, terms, confidentiality — fill in the brackets, have your attorney glance at it, and send it before you touch a single transaction.
How to price monthly instead of hourly, three starter tiers with real ranges, cleanup-project pricing, a per-prospect worksheet — and word-for-word scripts for quoting, handling "that's expensive," and raising prices.
From signed letter to first clean close: access to request (read-only, always), file setup, the 20-minute kickoff call, and the 30-day check-in that turns one client into referrals.
The same close, every client, every month — gather, record, reconcile, review, deliver, lock. Consistency is what makes your books trustworthy and your workload predictable.
People at the "I'm ready, now what do I send them?" stage: you've studied, maybe passed (or are about to pass) the free ProAdvisor certification, and your first client — or your first three — are in sight. It pairs with our free state-by-state career guides and the start-a-business guide; the kit is the part you send to clients rather than read yourself. Everything is a standard .docx you can edit, rebrand, and reuse for every client forever.
Templates are a starting point, not legal advice — have a professional review your final engagement letter for your state and situation.