Welcome, let’s get started.

Step 1: Access the full template folder.

If you plan to use it in google drive, then make a copy of the folder for your firm. If you plan to access it outside of google drive, then just download the whole thing.

Step 2: Access the video library.

For each template I have created a walkthrough video to show you the best way to use it and my process.

It’s time to watch the videos & customize the templates for your firm.

Add your logo, firm name, and add your own flair to make these templates work for you.

Customize

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Customize +

Now it’s time to implement!

Add your customized templates into your workflows.

Starting using your email templates in Gmail or Outlook.

Track client pricing & billing in the pricing tracker.

Use the Prospect Notes Template in your next consult.

CLOSE that next client!

Frequently Asked Questions

  • Yes, I will update templates and add new ones as I create them for my own firm. You can also expect new videos from time to time.

  • It's where I store my firms internal processes & templates AND it allows for me to easily add templates and you to see them in real time.

  • I have limited availability for mentoring sessions, but if you'd like to schedule a session you can do so here: https://calendly.com/modernbookkeepingservices/mentoring

  • If you are having difficulty access the template library and/or the video library please email: frances@modernbookkeepingservices.com

    We will do our best to get back to you within 48hrs.