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Professional templates for business success
Luxury home & personal care products
Download templates instantly
Corporate tools that save time
Professional templates for business success
Luxury home & personal care products
Download templates instantly
Corporate tools that save time
Professional templates for business success
Luxury home & personal care products
Download templates instantly
Corporate tools that save time
Professional templates for business success
Luxury home & personal care products
Download templates instantly
Corporate tools that save time
Professional templates for business success
Luxury home & personal care products
Download templates instantly
Corporate tools that save time
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Bookkeeper's Client Proposal & Engagement Letter Bundle — 7 Premium Templates

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Regular price $57.00
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Estimate delivery times: 3-5 days International.

Use code "WELCOME15" for discount 15% on your first order.

Free shipping & returns: On all orders over $150.

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Description

Win clients before the first meeting. Look like the professional you are.

Every bookkeeper needs polished, legally grounded documents to land clients, set expectations, and protect their practice. This premium bundle gives you everything — written by a CFP® and accounting professional who has used these exact frameworks in a real bookkeeping practice.

What's in the Bundle

Client Proposal Templates (3 versions)

  • ✅ Startup/Small Business Proposal
  • ✅ Monthly Bookkeeping Services Proposal
  • ✅ Clean-up/Catch-up Bookkeeping Proposal

Engagement Letter Templates (3 versions)

  • ✅ Standard Monthly Bookkeeping Engagement Letter
  • ✅ One-time Project Engagement Letter
  • ✅ Tax Preparation Engagement Letter

Bonus Documents

  • 🎁 Client Intake Questionnaire
  • 🎁 Pricing Tier Menu Template (3 service tiers)
  • 🎁 Scope of Work Add-on Clause Library
  • 🎁 Termination of Services Letter

Why Bookkeepers Love This

  • Professionally worded — sounds polished, not DIY
  • Fully editable in Microsoft Word and Google Docs
  • Includes scope boundaries to protect against scope creep
  • Saves 10+ hours of drafting from scratch

Ideal For

  • New bookkeepers launching their practice
  • Accountants adding bookkeeping services to their offerings
  • Bookkeeping VAs transitioning to independent practice

Format: Word + PDF | 7 editable templates | Instant Download
Created by a CFP®, QBO ProAdvisor | Corporate Bundles Accounting Practice

Shipping and Returns

At Corporate Bundles, we offer both digital resources and carefully selected physical products to support your work and lifestyle needs. Depending on the item purchased, delivery methods and timelines may vary.

Digital products are delivered instantly after purchase. Once your order is complete, you'll receive access to download your files directly from the order confirmation page and via email. Digital resources include templates, planners, e-books, and other downloadable content, with no shipping required.

Physical products are shipped to your selected delivery address. Processing and delivery times may vary based on product availability, supplier location, and destination. Tracking information will be provided when available so you can monitor the progress of your order. If your purchase includes both digital and physical items, digital downloads will be available immediately while physical products will arrive separately.

Returns & Refunds

We want you to shop with confidence and be satisfied with every purchase. Because our store offers both digital and physical products, return eligibility may vary by product type.

Digital products are generally non-refundable once downloaded or accessed, as they are delivered instantly and cannot be returned. If you experience any issues accessing your files, please contact our support team and we'll be happy to assist.

Physical products may be eligible for returns or replacements if they arrive damaged, defective, or incorrect. If you encounter an issue with your order, please contact us within a reasonable timeframe after delivery so we can review and resolve the matter promptly.

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