The document chase kit, then custom help if you need it.
Start with templates. Move to a custom workflow map only when the stuck point is specific to your firm.
Best first buy
Client Document Chase Kit for Bookkeepers
$49
Downloadable templates, tracker, and short use guide. Built for monthly close and cleanup document requests.
Buy the kit- Initial monthly close request
- Still-missing reminder sequence
- Cleanup project kickoff request
- Client portal upload reminder
- Pause-work boundary note
- Missing-document tracker CSV
- Use guide with rollout notes
Why this comes before cold outreach
A template kit is easier to buy than a custom service. It gives the market a clear, low-risk first purchase and creates a better upsell path into the $250 and $500 offers.
- No subscription
- No calls required
- No sensitive documents needed
- Download after checkout