Does BTS Provide Templates?

Yes! Kristin shares the templates she actually uses in her own accounting practice.

What's Included

Inside the course, you'll find templates for:

  • Client contracts
  • Proposals
  • Client data intake sheets
  • And more

These are real-world tools you can customize and use with your own clients right away.

> Note: Kristin is a CPA, not a lawyer. The templates she shares are ones she personally uses and finds helpful, but they don't constitute legal advice. We recommend having any contracts reviewed by an attorney before use if you have specific legal concerns.

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