Free Templates & Resources

Here is a collection of templates and resources to create a cloud-based business you will love.

Some are resources I have crafted.

Some are the work of my magical app partners.

All will provide you with way more value than “free”.

Free Templates, Guides & Whitepapers

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The Value Playbook: A PaymentEvolution Guide for Accountants and Bookkeepers.
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Free - Kellie Parks: The "Completely Incomplete" Cloud Applications Comparison Spreadsheet
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Free - Kellie Parks: Managing Client Expectations Worksheet
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Free - Kellie Parks: Steps and Details In Event of Death Worksheet
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Free - 17Hats: Overview & Getting Started Workflow
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Free - Financial Cents: How to Price Accounting & Bookkeeping Services for Ultimate Profitability eBook
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Free - Financial Cents: Getting Started in FC Workflow
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Free - Freshbooks: Account Set Up and Bookkeeping Workflow Templates
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Free - Liscio: Minimizing W-9 Gathering Pain
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Free - Rewind: Convert/Fresh Start/Advanced Restore Workflow
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Free - Rewind: 7 Key Areas to Strengthen Client Boundaries Whitepaper
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