Client Intake Questionnaire
Fillable PDF to gather what you need before you scope the work.
Accounting with TyCourseAI-assisted building · professional expertise
Templates for running cleanup work
Cleanup Client Kit
Turn the cleanup skill into a service you can offer clients — with templates to scope it, price it with your own numbers, run it, and report on it.
What this is
The Client Kit is templates plus four guardrailed AI prompts plus a workflow: each prompt states the problem, what to paste, and what you check. AI drafts the client documents from your approved facts; you review before anything goes out. Ty’s Cleanup training shows the cleanup work these documents describe.
Who it’s for
Bookkeepers and accountants who want to offer QuickBooks Online cleanup as a client service. Pairs with the AI-Assisted QuickBooks Cleanup training.
What’s inside
Cleanup Scope & Engagement Letter template
Word template. Template only — have it reviewed for your practice. Not legal advice.
Pricing Worksheet
Spreadsheet: your estimated hours per phase × your own rate, plus a monthly-maintenance option. No suggested earnings.
Client Findings Report template
Word template to explain what you found and what you changed, in plain language.
Client email templates
Ready-to-edit emails for kickoff, document requests, findings, completion, and optional monthly maintenance.
Cleanup Tracker
Spreadsheet to track each phase and open items.
Client Kit prompts
Guardrailed AI prompts for drafting client-facing documents. AI drafts — you review.
The AI solutions inside
- Verified cleanup findings you need to explain → Prompt K1 drafts them into a neutral client findings report.
- A cleanup job to scope → Prompt K2 drafts the scope from approved facts, exclusions and responsibilities.
- A reviewed reclass the owner will ask about → Prompt K3 explains it in plain English without changing the accounting conclusion.
- A cleanup client worth keeping → Prompt K4 drafts a plain-language monthly-maintenance proposal from approved services and pricing.
Preview · Client Intake Questionnaire
A fillable PDF: type answers, tick boxes, save and send. Page 1 shown.
Sample result · Sample data — fictional company
How the cleaned trial balance ties to the Practice Lab answer key. Only accounts touched by the reclass entry are shown.
| Account | Before | Reclass | Cleaned |
|---|---|---|---|
| Materials - COGS | 37,800 | 1,750 | 39,550 |
| Uncategorized Expense | 1,730 | (650) | 1,080 |
| Lawn Materials | 1,100 | (1,100) | 0 |
| Owner Draw | 6,400 | 280 | 6,680 |
| Misc Expense | 960 | (280) | 680 |
- Reclass entry: $2,030 debits = $2,030 credits
- Trial balance before cleanup: $260,310 debits = $260,310 credits
- Cleaned trial balance: $260,310 debits = $260,310 credits
FAQ
- What if it isn’t useful for me?
- 14-day money-back guarantee. If it isn’t useful for you, contact Ty or reply to your delivery email within 14 days of purchase and you’ll get a full refund.
- Do I need the Cleanup training?
- No, but the kit is built around the same cleanup steps, so it’s most useful alongside it.
- Is the engagement letter legal advice?
- No. It’s a template only. Have it reviewed for your practice.
- Where do I get my files?
- After checkout, sign in with your purchase email at the buyer sign-in page. Your Client Kit files are in your private buyer library; no Cleanup purchase is required.