Welcome

Having trouble getting clients? Start finding and landing your perfect fit client with this 3-part on-demand workshop.

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Looking for help starting your business?

Here are some of our resources:

Bookkeeping Business Accelerator

The Bookkeeping Business Accelerator course is a step-by-step to jump-start your bookkeeping business.

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The Bookkeeping Client Closer

Having trouble getting clients? Start finding and landing your perfect fit client with this 3-part on-demand workshop.

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Onboarding on Autopilot

A step-by-step mini-course that will show you how to set your systems up to onboard your new clients while you sleep.

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Sales Tax Workshop

A 30-minute workshop on 
Sales Tax Basics & 
the importance of having a base level of understanding for bookkeepers.

Learn More

Hi! I'm Serena Shoup, CPA

I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life. 

Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants so I started mentoring others who had the desire to help these businesses.

Head to the Blog Apply for mentoring

Free New Client Onboarding Email Templates

On-boarding your clients doesn't have to be complicated, but it should be consistent.

These are the exact templates I use to welcome my new clients on-board.

This will save you loads of time because:

  • you won't be re-writing the email every time you get a new client.

  • you won't have to remember what you need from your clients each time.

  • you won't have to dig through your sent folder for the last welcome email you sent.

Download the templates

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On the Blog

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