Products
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Template - Onboarding File Review
CourseNote: This File Review template is included inside the full Onboarding Spreadsheet Workflow & Communications bundle. If you’ve already purchased the full onboarding package, you do not need to purchase this separately.
$140
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Template - Onboarding Workflow and Communications
CourseA complete client onboarding workflow system with spreadsheets, checklists, forms, and email templates. Streamline your process, reduce admin work, and onboard clients clearly from Day One.
$350
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Template - Client Guidebook
CourseExclusive continuation of Kellie Parks’ Client Guidebook template. Includes PowerPoint and Google Slides files to help you onboard clients clearly, set expectations, and deliver a polished professional experience.
$350
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Budget Makeover for Bookkeepers
Course2 half-days of coaching experience to help you gain clarity, direction, and control of your cashflow — and walk away with a personalized plan for profit and confidence.
$990
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Pre-order available now!
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Confident Pricing for Bookkeepers
CourseMaster effective pricing strategies to boost your bookkeeping business and attract clients while ensuring profitability and confidence in your rates.
$799.97
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SMB Quick Win Consultation
Course⚡ Quick Win Consultation – $99.99 (30 mins) A targeted 30-minute consulting session to solve one business challenge, get rapid clarity, and leave with an actionable plan you can use right away. Session must be used within 30 days.
$99.99