Paperkeel Press

The Client-Launch Kit

The companion worksheets for The Work-From-Home Bookkeeper. One workbook, seven sheets, every one tied to a chapter.

Download the workbook Excel .xlsx · 20 KB · opens in Excel, Numbers or Google Sheets

Free. Nothing to buy, nothing to join, no address to leave.

What is in it

  1. Pricing & Capacity Calculator. Your income target and your hours in; the fee you need per client, how many clients that is, and what you would truly earn an hour out. Ch 8
  2. Discovery Call Sheet. The five moves and the questions, with room to write their answers down while they talk. Ch 10
  3. First Client Tracker. Thirty rows for thirty contacts, with the follow-up date calculated for you. Ch 9
  4. Secure Onboarding Checklist. What to request, what to refuse, and how to set a client up without touching a password. Ch 12
  5. Monthly Close Workbook. The eleven steps in order, four clients across, with an exceptions log. Ch 13
  6. The 90-Day Planner. Thirty-two actions, week by week, with the end-of-fortnight tests. Ch 19
  7. Engagement Letter. A plain-English starting draft to take to a lawyer. Ch 6

How to use it

Start with sheet one. It is the sheet that decides whether the business works, and it takes about ten minutes. Everything else can wait until you have a number you believe.

Every sheet carries the book's own worked example, so you can check the arithmetic before you trust it with your own figures. Enter Maria's numbers from Chapter 8 and the calculator returns $4,300, an honest $72.12 an hour, and 38% of her week still free — the same figures printed in the book.