Bookkeeping Employee Handbook Template

Can you honestly afford to keep operating your Bookkeeping Business without an Employee Handbook?

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Immediate and Remarkable Improvement

Are you looking to quickly boost the performance and profitability of your bookkeeping business without a large investment?

Do you sometimes feel frustrated with your team’s performance or the quality of customer service they provide?

Perhaps you’re just barely staying afloat, wondering why things aren’t going as smoothly as you expected.

An Employee Handbook can transform your bookkeeping business by clearly communicating your vision, direction, and standards to your team. Think of it as your ‘silent partner,’ conveying your expectations whether you’re in the office or not.

You can’t be everywhere at once – but the Employee Handbook can be. It’s a highly cost-effective tool that helps improve performance, align your team with your goals, and push your business forward.

Can your bookkeeping firm afford to operate without one?

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3 Key Breakthrough Benefits of an Employee Handbook

As highlighted earlier, an Employee Handbook can significantly enhance various aspects of your bookkeeping business. One of the most important advantages is that it provides your team with clear expectations from the start.

Many bookkeeping businesses struggle with inefficiency because their team lacks guidance on essential rules and the required standards for service delivery.

You must be specific.

Here are 3 tangible benefits you can expect to see almost immediately after implementing an Employee Handbook in your bookkeeping business.

Benefit 1

Set the Benchmark for Exceptional Customer Service

Outstanding customer service is the cornerstone of a successful bookkeeping business. Everything, including online reviews, revolves around how well you serve your customers.

Your aim should be to earn 5-star reviews from every client. Without this goal, your business may find it hard to compete, and ultimately, to thrive. Establish clear standards for your team by providing a reference tool that outlines the specific details needed to consistently deliver top-tier service.

Benefit 2

Build Authentic Trust with Your Customers

In any successful bookkeeping business, trust is the foundation. Authenticity and trust are essential for encouraging repeat customers, which ultimately strengthens your business in all areas.

To thrive, securing repeat customers is crucial. They provide your business with consistent cash flow, helping you cover essential expenses like rent and payroll. Without them, sustaining your business becomes a challenge.

Customers value consistency, and that’s what brings them back. But how can you build trust through your team? It’s not always easy, but it is achievable. A well-crafted Employee Manual is a powerful tool to start this process, ensuring your team delivers consistently every day.

Benefit 3

Avoid Repeating Yourself

A wise friend once said, “If you don’t want to keep repeating yourself, don’t have kids or run a business.” How true that is!

With an Employee Handbook in place, you can eliminate the need to constantly repeat instructions. Your team will have a go-to resource for answers.

When questions arise, always direct your team to the Employee Handbook. Keeping it updated and relevant is key.

When you take the Employee Handbook seriously, your team will too.

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Huge Time Saver Bookkeeping Employee Handbook Template

Creating a Bookkeeping Employee Handbook takes a huge amount of work and energy. This template will allow you to create your Employee Handbook quickly and easily. You will be able to set up your handbook in minutes instead of months and can customize this template to suit your specific circumstances. Review some of the content below.

The pages shown below are only a sample of the entire Bookkeeping Employee Handbook. The Table of Contents shows the complete content and all pages included. This is a 42 page template. Only a sample of the pages are shown below.

Title Page

The following page is the title page. You can easily customize this to suit your Bookkeeping business.

Table of Contents

The following page shows the Table of Contents and the detail included within the document.

Section 1 – Welcome

The first section is a welcoming message for new employees. This is an opportunity to introduce your organization and the Employee Handbook to your team.

Section 2 – History, Vision and Direction

Section 2 is an opportunity to communicate your history and provide direction for the future including your Vision and Mission Statement.

It is important that you have a Vision and Mission Statement for your organization to provide direction for your team and show leadership to your suppliers, customers and staff. There are several to choose from or you can easily modify to suit your business.

Section 3 – Values

Section 3 defines values. Values are important for your team so they understand what your expectations are. If you don’t communicate values to your team, they will use their own values which may not be appropriate or may not meet your expectations.

Values provide a foundation for expected appropriate behavior.

Section 5 – General Details

Section 5 includes space to add all your general details and also explains reporting relationships and an organizational chart.

Section 6 – Workplace Requirements

Section 6 includes a range of workplace requirements typically found in any business. There are standard workplace requirements including leave.

Section 7 – Health, Safety and Emergencies

Section 7 is about health, safe work practices and emergencies.

There is also a section to include your emergency evacuation exit maps and diagrams.

Section 8 – Workplace Equipment

Section 8 is about workplace equipment.

Section 9 – Procedures

Section 9 includes a range of procedures. There are quite a few standard types of procedures commonly found in any business. You can easily add your own procedures to the manual as well.

Procedure Example 1 – How to Open the Bookkeeping Office

The first example is How to How to Open the Bookkeeping Office. Procedures should be detailed and explained in steps. If you want your team to operate in a particular manner, then including all the steps is important.

It is also a good idea to involve your team when creating the steps for each procedure. They will have a valuable contribution to creating the correct steps for each procedure.

Procedure Example 2 – How to Answer the Phone

Example 2 is another simple example on how to answer the phone in a professional manner. If you don’t list out the procedure step by step, you can’t expect your team to get the process correct.

Refer to the Table of Contents to review the typical procedures included in this template. You can easily customize these procedures and also add your own.

Section 10 – Summary

Section 10 is a summary of the Bookkeeping Employee Handbook Template.

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What is Included?

Bookkeeping Employee Handbook Template
Microsoft Word .docx

Page Count
42

Word Count
5210

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Free Bonus!

Free Employee Code of Conduct Template

When you purchase the Bookkeeping Employee Handbook Template above, we also include an Employee Code of Conduct Template free.

Title Page

The first page is the title page which can easily be customized to suit your bookkeeping business.

Table of Contents

The next page is the Table of Contents. This identifies the content within the template.

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Total Inclusions

Bookkeeping Employee Handbook Template
Microsoft Word .docx
Page Count: 42
Word Count: 5210

Free Employee Code of Conduct Template
Microsoft Word .docx
Page Count: 11
Word Count: 1384

20 x Free Policy Templates
Microsoft Word .docx
File Count: 20

Great value to improve your business quickly and at low cost.

USD 27

Shop With Full Confidence
90 Day Full Money Back Guarantee

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Operating an bookkeeping service successfully requires accuracy and retention of clients to achieve success. Training your team through a systems based approach is the only way to achieve great results.

Take action now and change the way your bookkeeping service operates. Save a huge amount of time using templates.

All the best with your bookkeeping business.

Regards,

David

P.S. The price of our products do rise based on upgrades, improvements and demand. We encourage you to buy today not only to avoid missing out at this price, but also to immediately reap the benefits of establishing an Employee Handbook in your Bookkeeping Service.

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Frequently Asked Questions

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USD 27

Shop With Full Confidence
90 Day Full Money Back Guarantee