Products
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Professional & Complete Proposal / Engagement Letter for Bookkeeping Services
CourseElevate your client proposals with our fully editable professional Bookkeeping Services Proposal Template. This ready-to-use template features a clean, modern design, making it easy for potential clients to grasp the services you offer.
$497
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Disengagement of Services Templates
CourseThis comprehensive template package provides everything you need for a professional and transparent offboarding process when discontinuing bookkeeping services for clients.
$97
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Coaching Advisor Access
Course🌟 Advisor Access – $175/month One hour of dedicated coaching each month to keep you clear, accountable, and moving forward. Session must be used within 30 days.
$175 / month
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Coaching Power Half-Hour
Course⚡ Power Half-Hour – $99.99 (30 mins) A focused 30-minute session designed to give you quick clarity, tackle roadblocks, and get you taking action fast. Session must be used within 30 days.
$99.99
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Cybersecurity
CourseDiscover the fundamentals of cybersecurity in this introductory course. Explore essential concepts like data protection, threat identification, and secure communication. Gain a solid foundation in cybersecurity principles, enabling you to understand
$49.99
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Year End Prep
CourseThis course and template will make year-end prep a breeze. Follow our checklist and keep your clients and their accountants happy as it will minimize the work the accountants will need to do, all while keeping your time spent to a minimum.
$299.99