When to use it
- A new cleanup engagement begins.
- The client is behind by several months.
- You need to keep the first ask focused.
Bookkeeping cleanup kickoff email template
Use this at the start of a cleanup project so the client knows which documents matter first.
How to use it
- Open with the smallest useful first batch.
- Group documents by bank, card, payroll, and questions.
- Tell the client what to send first if the whole list is too much.
- Track every missing item separately.
Free copy-ready preview
Subject: First documents for the cleanup
Hi [Client First Name],
I am ready to start the cleanup. The first useful batch is below:
1. Bank statements for [months]
2. Credit card statements for [months]
3. Payroll summary or notes for [months]
4. Any owner notes for unusual transactions
If you want to send this in pieces, start with the bank statements. I can begin there while the rest comes in.
Best,
[Your Name]
Want the full editable set?
The $49 Client Document Chase Kit includes request emails, reminder sequences, a cleanup kickoff message, client portal reminder, pause-work boundary note, missing-document tracker CSV, and use guide.