The complete system · Accounting firm edition
Onboard every client the same way — without depending on anyone's memory.
The complete, done-for-you onboarding system for accounting and bookkeeping firms. Every SOP, every decision tree, the full email library, a 30-day plan, a delegation guide — and a one-click import that makes it a living workflow in PathPilot.
One-time purchase
No subscription. Yours to keep and adapt.
- ✓~30-page complete onboarding system
- ✓6 phases, 6 SOPs, 3 decision trees
- ✓Full email & communication library
- ✓Week-by-week 30-day plan
- ✓Roles matrix & quality checklist
- ✓Delegation guide for junior & offshore staff
- ✓One-click PathPilot import file
- ✓Google Doc, Word & PDF formats
14-day no-questions refund guarantee
Also available on Gumroad
Why firms buy this
You've felt every one of these
If onboarding at your firm is held together by one person and a half-remembered checklist, this is the fix.
01
It survives staff turnover
The process lives in a system, not in your senior bookkeeper's head — so a departure doesn't become a crisis.
02
Every client gets the same start
Consistent, professional onboarding every time, no matter who runs it. Clients notice.
03
You can finally delegate it
A documented system plus decision trees means junior and offshore staff can run onboarding safely.
04
Built for how accounting actually works
Branches by entity type, service tier, and software — not a generic linear checklist that ignores the real complexity.
What's inside
A complete operating system, not a template
17 sections take a new client from signed engagement to fully onboarded — documented, repeatable, and ready to hand off.
The difference
The only onboarding system that becomes living software.
Other templates hand you a PDF and wish you luck. This one includes a one-click import into PathPilot — so your onboarding becomes an interactive, trackable workflow your whole team runs in real time. Update once, everyone follows.
Choose your option
Get the system
One-time purchase. No subscription. Pick the licence that fits your firm.
Solo
For one practitioner or a single user.
- ✓The complete system
- ✓All formats (Doc, Word, PDF)
- ✓PathPilot import file
- ✓Free updates
Every purchase is covered by a 14-day, no-questions-asked refund guarantee. Secure checkout via Paddle.
Questions
Good to know
No. The system is a one-time purchase — yours to keep and adapt. PathPilot, the optional software upgrade, is a separate subscription with a 30-day free trial and no card to start.
Stop reinventing onboarding for every new client.
Get the complete system today, run your next onboarding from it this week, and make it living software when you're ready.