Bookkeeping & Invoice-Template Setup Monthly Retainer Kit

Instant digital downloadPDFNothing shipped

A kit with offer copy, scope sheet and checklists for selling a bookkeeping and invoice-template setup service.

Coming soon

Payment and delivery are handled securely by the seller platform.

Who it is for

Freelancers who want to offer this service.

What is inside

15 pages in all
Offer Page Copy
FAQ for the Offer Page
Scope & Deliverables Sheet
Client Intake Questionnaire
Fulfilment SOP: Monthly Routine
Fulfilment SOP: Checklists
Sample Deliverable: Monthly Handover & Invoice Template Setup Sheet
Email & Message Templates
Revisions & Communication Policy Template

How it works

You get a PDF to print at home or at a print shop, or fill in on screen. Nothing is shipped.
Your use is personal or as described in the questions below. Please do not resell or share the files unless the questions say you may.

Questions

What do I need?

A PDF reader. A home printer or a print shop is helpful if you want paper copies.

Can I reuse it?

Print as many copies as you need for your own use. Please do not resell or share the file.

How do I get the file?

After checkout, the seller platform gives you a download link straight away. Nothing is shipped.

What about refunds?

Refunds follow the seller platform's policy. Please check the seller's page before you buy.

A planning tool. Prices and deals change, so check each seller's page before you buy. Colors may look different on screen and on paper. No savings, income or results are promised.

Coming soon

Not ready? Get the free dollar-store organization shopping list by email first.