KICKSTART YOUR BOOKKEEPING BUSINESS BUNDLE
The ultimate all-access resource bundle for every phase of your bookkeeping business journey
This is NOT a course, but rather templates, forms, and mini-trainings for when you need them.
All-Access + Future Bundle Updates Included
$724+ Total Resource Value
ONLY $240
👉 ABOUT THIS PRODUCT
The KICKSTART Your Bookkeeping Business Bundle brings together practical tools, templates, training, and guidance to help you start and run your bookkeeping business. Whether you're just getting started or already building your business, you'll have resources to help you find clients, prepare for discovery calls, set up client agreements, create professional business materials, and more.
NOTE: This is NOT a bookkeeping course. The bundle includes mini trainings, templates, forms, checklists, and explainer videos you can use as you need them. Your one-time purchase gives you ongoing access to the Bundle, including updates, revisions, and new resources added to it.
NEWLY ADDED: Canva Made Simple for Bookkeepers and the Discovery Call Blueprint
(one-time payment)
See what’s inside the Kickstart Your Bookkeeping business Bundle!
👉 WHAT’S INCLUDED
✔️ 10 Steps to Kickstart Your Bookkeeping Business Checklist + Video Training: Not sure where to start? Follow 10 practical steps to help you focus on what matters first and move forward with a clear plan for starting your bookkeeping business. [This is a Free resource. Video walkthrough coming in Nov. 2026.]
✔️ The Profit Booster: Not sure what type of clients you want to work with? Explore 1,000+ industries and business niches to help you discover opportunities, narrow your focus, and identify the types of clients you may want to serve. VALUE $19
✔️ Nisha The Niche Matchmaker: Not sure which niche is right for you? Nisha is your AI niche coach, trained by Veronica using strategies from BOOKED and The Profit Booster, to help you narrow your options, choose a niche that fits you, and create outreach messages to connect with potential clients. Included with The Profit Booster
✔️ eBook- BOOKED: Ready to find your first bookkeeping client but not sure where to start? This practical eBook walks you through strategies to find, attract, and connect with potential clients—even if you're starting from scratch. VALUE $19.
✔️ Bookkeeping One-Page Website Template: Need a simple, professional online presence without building a full website from scratch? These easy-to-customize templates give you a starting point for showcasing your bookkeeping business, services, and how potential clients can contact you. VALUE $75
✔️ The Client Filter (Client Intake Questionnaire): Get the information you need from a potential client before the discovery call. This ready-to-use questionnaire helps you learn about their business, bookkeeping needs, and current situation so you can come to the call prepared and determine if they may be a good fit. VALUE $19
✔️ Discovery Call Blueprint for Bookkeepers: Not sure what to say when you get on a call with a potential client? Learn how to prepare for and lead a discovery call, what questions to ask, what to listen for, and how to confidently guide the conversation toward the next step. Includes practical guidance, scripts, and tools you can use for your own client calls. VALUE $147
✔️ Service Agreement + Statement of Work (SOW): Ready to sign your first client? Start with a professional agreement that clearly outlines the terms of your working relationship, plus a Statement of Work to define the bookkeeping services you'll provide, responsibilities, fees, and expectations. Easily customize both templates for your own bookkeeping business and clients. VALUE $75
✔️ Fillable PDF Business Forms PLUS Canva link for you to edit forms: Save time creating the everyday materials you need to run and market your bookkeeping business. Get ready-to-customize templates for client communications, business documents, and social media—so you can start with a professional foundation instead of creating everything from scratch. VALUE $29
✔️ ASK VERONICA! Have a bookkeeping business question and wish you could ask someone who's been there? Submit your questions directly to Veronica and get practical guidance based on her 15+ years of experience starting, growing, and running her own bookkeeping and accounting business. VALUE $97
✔️ Annual Bookkeeping Business Review & Audit: Take a step back and see how your bookkeeping business is really doing. This guided review helps you evaluate your clients, services, pricing, revenue, expenses, goals, and business practices—so you can identify what's working, what needs attention, and where to focus next. VALUE $147
RECENTLY ADDED:
✔️ Canva Made Simple for Bookkeepers [NEW]: Not sure how to use Canva for your bookkeeping business? This beginner-friendly training walks you through the Canva basics so you can confidently customize templates and create professional-looking graphics and materials for your business, without needing design experience. New templates added weekly through December 2026. VALUE $97
Starting a bookkeeping business takes more than knowing how to do the bookkeeping. You also need to know how to set up your business, find clients, handle discovery calls, set expectations, and create simple systems for running your business.
That's why I created the Kickstart Bundle—to give you practical tools, templates, training, and support you can turn to as you start and grow your bookkeeping business.
👉 WHY IT MATTERS
✔️ 10 Steps to Kickstart Your Bookkeeping Business Checklist + Video Training: Start with a clear roadmap so you know what to focus on first, what comes next, and can move forward one step at a time. [Free resource. Video walkthrough coming in Nov. 2026.]
✔️ The Profit Booster: Explore your options and narrow your focus so you can choose the types of clients and industries you want to serve, with Nisha to help you along the way.
✔️ BOOKED: First Client Playbook
Stop wondering where your first client will come from. Get practical strategies for finding potential clients, starting conversations, and creating opportunities to grow your bookkeeping business.
✔️ One Page Website Templates (2 Templates to choose from)
Create a professional online presence so potential clients can quickly understand who you are, what you offer, and how to connect with you.
✔️ The Client Filter – Client Intake Questionnaire
Learn more about a potential client before the discovery call so you can come prepared, ask better questions, and determine whether they may be a good fit.
✔️ Discovery Call Blueprint for Bookkeepers
Feel prepared and confident when talking with a potential client, with a clear structure to guide the conversation, ask the right questions, and determine the next step.
✔️ Service Agreement + Statement of Work (SOW)
Set clear expectations from the start by putting your services, responsibilities, fees, and scope of work in writing before the client relationship begins.
✔️ Fillable Forms + Canva Templates
Save time and look professional with ready-to-use business forms and customizable Canva templates, so you don’t have to create everything from scratch.
✔️ Ask Veronica! FAQ Library
Get practical answers to your bookkeeping business questions directly from Veronica, so you have guidance when you’re unsure what to do next.
✔️ Annual Bookkeeping Business Review & Audit
Make better decisions about where to spend your time, what to change, and what to prioritize as your business grows.
NEW
✔️ Canva Made Simple for Bookkeepers
Build the confidence to create and update your own professional-looking business materials without relying on a designer every time you need something.
👉 WHAT TO EXPECT
✔ Digital Product: Everything in the bundle is delivered digitally. No physical products will be shipped.
✔ Immediate Access: You'll receive an email after purchase with instructions to access your bundle through the online portal. If you don't see it, be sure to check your spam folder.
✔ Access When You Need It: Use the tools, templates, and training whenever you need them as you start and grow your bookkeeping business.
👉 WHO IS THIS PERFECT FOR?
✔ Aspiring bookkeepers who want to start their own bookkeeping business but aren't sure where to begin.
✔ New bookkeeping business owners who need practical tools, templates, and guidance to help them find clients and build their business.
✔ Bookkeepers already getting started who want to feel more prepared and professional as they work with potential and new clients.
👉 HOW IT WORKS
After purchasing the bundle:
1. Access Your Bundle: You'll receive an email with instructions to access everything inside your online portal. [we use Thrivecart for the portal]
2. Start Where You Need It: Review the resources and choose the tools, templates, or training that fit where you are in your bookkeeping business.
3. Put It Into Action: Customize and use the resources as you need them, and return to the bundle whenever you're ready for your next step.
Ready to Kickstart Your Bookkeeping Business?
Get the complete bundle for a one-time payment of $240 and receive ongoing access, including future updates.
👉 TERMS OF USE: BEFORE YOU BUY
▲ This is a digital bundle of tools, templates, resources, and training designed to help you start and run your bookkeeping business.
▲ No physical products will be shipped.
▲ Templates may be customized and used for your own bookkeeping business and with your clients, where applicable. They may not be shared, resold, redistributed, or provided to others for their use.
▲ Your purchase includes access to the online portal where the bundle resources, training, and future updates are available.
👉 REFUND
We want you to feel good about your purchase. If the Kickstart Bundle isn’t right for you, contact us within 14 days of purchase. We’ll do our best to address any concerns, and if it’s still not the right fit, we’ll provide a full refund.
👉 DISCLAIMER
👉 FEEDBACK FROM CUSTOMERS
“I had been thinking about starting my own bookkeeping business for a long time but felt unsure about how to begin.
The Bundle gave me a roadmap and helped me realize I could actually pursue this opportunity instead of repeatedly searching for another job. I now have my company name, registered business, business email and tax ID, and my website is in progress.
”
The resources, templates, and training included in the Kickstart Your Bookkeeping Business Bundle are provided for educational and informational purposes only and should not be considered legal, tax, financial, or other professional advice.
Results will vary based on your individual experience, effort, business decisions, market, and other factors. No specific business, income, or client results are guaranteed.
Templates and sample documents are provided as starting points and should be reviewed and customized for your individual business needs. When appropriate, consult with a qualified legal, tax, or other professional advisor.
“If you want to professionally get started, use the material in this bundle. There’s a lot of great information you can use and adapt to fit your business needs. I had already started my business, but now I have a much better sese of direction thanks to the Bundle.
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