Complete Customizable Business, Marketing and Sales Plan, including your Bookkeeping Business Operating instructions Manual and client acquisition Sales system.

Also included:

• Client's account setup procedures and system;

• Documentation and procedures to use for proper on-line data input if applicable. 

• Bookkeeping Data capture forms and instructions;

• Online data capture password for sending bookkeeping data to BPM.

• Data management process plan for managing the security of clients' data;

• Instruction for preparing clients' reports and billings.

• Checklists for new client set up and document movement for processing system.

• Personalized email. yourname@bpmsource.com 

• Your business image package, created with your input and provided as printer ready artwork so you can have your business stationery, business cards printed. 

• Your marketing, promotional material and sales brochures designed with your input and provided as pdf printer ready artwork;

• PowerPoint Sales Presentation 

• Recommended fees list for services and client Quotation forms

• Sample client service agreement