✦✦✦✦ ✦ your kit is here ✦ 📒

Freelance Bookkeeper
Business in a Box

Everything you need to launch a freelance bookkeeping practice — rate setting, client onboarding, engagement letters, tracking, and communication.

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Your interactive tools don't auto-save — here's how to keep your work

The rate calculator and client onboarding checklist below run live in your browser. Save as a PDF when done.

1 Fill in your tool 2 Press Ctrl+P (Cmd+P on Mac) 3 Choose "Save as PDF" 4 Saved ✓

✦ she thought of everything — so you don't have to ✦

Step One 🪄

Open here first.

Your complete walkthrough — every file explained, every next step mapped out. Don't skip this.

Open Your Start Here Guide →

Run Your Practice

Your live tools

These open in your browser — no software needed. Fill them in, print to PDF to save.

📒 Interactive Tool

Rate Calculator

Two modes: Service Rates calculates your true cost floor including SE tax buffer, overhead, and non-billable time, with suggested rates for 8 common bookkeeping services. Client Load Builder lets you map your roster and see projected monthly revenue.

Open Tool ↗

📋 Interactive Tool

Client Onboarding Checklist

5 tabs: business and contact info, engagement scope and services, software and account access setup, document collection status with checkboxes, and printable summary. Complete with every new client at kickoff — your reference doc for the entire engagement.

Open Tool ↗

Track Everything

Your spreadsheet

Download once. Open in Excel or upload to Google Sheets — 3 tabs, all connected, formulas ready.

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Bookkeeper Client Tracker

Client roster with software stack and billing type. Engagement log tracking each monthly close with hours, invoice amount, and paid status. Revenue log with monthly totals and outstanding amounts auto-calculated by SUMIFS formulas.

📒 Client Roster 📋 Engagement Log 💰 Revenue Log

Download .xlsx

open in Excel or upload to Google Sheets

Your Documents