TenKeyOps

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Last updated on 28 May, 2026

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TenKeyOps

About TenKeyOps

Bookkeeper VA Templates & Tools

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On Etsy since 2023

Bookkeeper VA Templates & Tools

Built by bookkeepers, for bookkeepers.

TenKeyOps exists because freelance bookkeepers and virtual assistants deserve tools that look as professional as the work they do. Every template in this shop was designed around real bookkeeping workflows — contracts, onboarding packets, invoicing, SOPs, client communication, and offboarding.

Each file comes with a filled-in sample using a realistic scenario so you can see exactly how it works before customizing it for your own practice. Whether you're launching your first VA business or streamlining an established one, these templates save you dozens of hours and help you show up like the pro you are.

Shop members

William

Owner

Finance background, built TenKeyOps to give freelance bookkeepers and VAs the professional templates they need to run their practice with confidence.

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Last updated on 17 Apr, 2026

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TenKeyOps

Featured items

Complete Bookkeeper VA System | 28 Templates + SBO Guide | 29 Files, Word & Excel

Bookkeeper VA Templates | 14 Client Onboarding & Operations Forms | Word and Excel

All items

Client Onboarding Workbook for Bookkeepers | Editable Excel | Access Tracker, Document Checklist, 30-Day Milestones

Bookkeeper Services Proposal + Pricing Guide | Editable Word Template | 3-Tier Packages for VAs

Month-End Close Checklist | 36-Step Excel Workflow | Bookkeeper Client Closing Tool

Bookkeeper Engagement Letter | Editable Word Template | Scope + Fees + Liability for Bookkeeping VAs

1099 Tracker | Excel Vendor + Contractor Payment Log | Auto-Flags NEC for Bookkeepers

Complete Bookkeeper VA System | 28 Templates + SBO Guide | 29 Files, Word & Excel

Client Relationship Health Check | 15-Question Quarterly Review | Bookkeepers

Offboarding + Testimonial Emails | 2 Bookkeeper Templates + Framework | Word

SBO Client Guide | How to Work With a Bookkeeper VA | 723 Words | Word

Client Fit Scorecard | 10-Criteria Excel Qualifier | Bookkeeper Prospect Check

Client Handoff Document | 11-Section Bookkeeper Transition Guide | Word

Password and Login Register | Client Access + Offboarding Tracker | Word

SOP Template | Standard Operating Procedure | 11-Section Word Framework

Client Communication Log | Excel Tracker with Follow-Up + Billable Dashboard

Expense Tracker + Schedule C | 3-Tab Excel | Bookkeeper Tax Organizer

Pricing Calculator | Hourly Rate + Package Pricing | Excel for Bookkeepers

Retainer vs Hourly Calculator | 5-Scenario Excel Pricing Tool | Bookkeepers

Monthly Client Report Template | Bookkeeper Status Update | Editable Word

Task Kanban Board | Excel Visual Workflow | Bookkeeper Priority Tracker

Meeting Notes Template | Agenda, Decisions + Action Items | Editable Word

Project Tracker | Excel Client Dashboard | Deadline + Task Status for Bookkeepers

5-Email Onboarding Sequence | Bookkeeper Client Welcome Drip | Editable Word

Welcome Packet Template | Bookkeeper Client Onboarding | Editable Word

Client Intake Questionnaire | 50+ Bookkeeping Discovery Questions | Word Form

Discovery Call Script | Sales Call Framework | Bookkeeper VA Template (Word)

Subcontractor Agreement | Bookkeeping Help Contract | Confidentiality | Word

VA Services Contract | Bookkeeper Client Agreement | Editable Word Template

NDA Template | Mutual Non-Disclosure for Bookkeepers | Editable Word

Bookkeeper VA Templates | 14 Client Onboarding & Operations Forms | Word and Excel

Scope Creep Red Flags | 18 Warning Signs + 72-Hour Script | Editable Word

Project Completion Checklist | 18 Client Offboarding Tasks | Excel Tracker

Email Scripts Pack | 18 Ready-to-Send Bookkeeper Templates | Word

Invoice Template | Word and Excel | Bookkeeper Billing with Auto-Totals

Time Tracking Template | Billable Hours Log | Excel Timesheet for Bookkeepers

Client Onboarding Checklist | 30+ Tasks | Excel Progress Tracker for Bookkeepers

Independent Contractor Agreement | Bookkeeper IC Contract | Editable Word

Announcement

About TenKeyOps

Shop members

William

Shop policies

Digital downloads

Payment options

Returns & exchanges

Cancellations

Privacy policy