Two resources, one workflow: get the client set up correctly and keep the books audit-ready from day one.
Onboarding a law firm client isn't like onboarding any other client. One missed step in the discovery call, or one gap in your first-month setup, and you're cleaning up a compliance problem instead of building a steady account.
This bundle gives you both halves of that process: the toolkit for getting the relationship started right, and the checklist for making sure the bookkeeping itself is set up compliant and audit-ready from day one.
Your complete system for onboarding a new law firm client.
Get the Onboarding Bundle — $42Already planning to buy two or three resources?
Your Mastermind membership can quickly pay for itself.
If you think you'll want more than one template, checklist, or guide this year, there's a better option...
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For $97/month, you'll receive:
- This resource included, plus every other member resource.
- Member-Only discounts and resources.
- Weekly live calls with Sarah & Lynda.
- A private community of accountants serving law firms.
- An expanding library of templates, checjlists, guides, and practical tools.
- Our 24/7 AI Mastermind Assistant to help you find answers faster.
- Peer support and networking.
Instead of purchasing resources one at a time, unlock the entire library and the expertise behind it.
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