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FindPerk by Soltrice
Freelance Bookkeeper Client Intake Form and Monthly Report Template
Freelance Bookkeeper Client Intake Form and Monthly Report Template
Regular price
$7.99 USD
Regular price
Sale price
$7.99 USD
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What's Inside
- Client intake questionnaire covering business type, software & accounts
- Monthly financial report template with profit/loss and balance sheet
- Chart of accounts setup guide customized by industry type
- Document collection checklist for receipts, invoices & bank statements
- Onboarding workflow timeline from intake to first monthly close
Instant Digital Download — Get immediate access after purchase.
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Before you download
A few things to know
Why FindPerk
FindPerk creates calm, practical PDF guides for execution, stability, and clarity — without hype or pressure.
Format & delivery
This is a PDF digital download. You’ll get instant access after purchase.
Can I read on mobile?
Yes. It works on phone, tablet, and desktop. A larger screen is nicer for exercises.
Refunds
If you have a technical download issue, contact us and we’ll help. If the product isn’t what you expected, reach out and we’ll handle it fairly.
Beginner-friendly
Yes. No technical background required. Calm, practical steps.