Nightly Ledger
Free resources for CPA firms

The bookkeeping onboarding & SOP toolkit

Everything we use to bring a firm's books onto Nightly Ledger โ€” our onboarding process and the standard operating procedures behind it. Free to download and use, whether or not you work with us.

๐Ÿ“˜ PDF ยท 6 pages

The Onboarding Playbook

Exactly how we onboard a firm โ€” securely, with documented process, and live within a week.

  • The 5-phase, one-week onboarding path
  • Roles, communication & turnaround SLAs
  • Security & data-handling standards
  • A "what we need from you" checklist
Download the playbook โ†“
PDF ยท no signup required
๐Ÿ“ Word ยท editable

Bookkeeping SOP Templates

Four ready-to-edit SOPs your team can adopt today โ€” just fill in the bracketed placeholders.

  • Bill Posting & Accounts Payable SOP
  • Invoicing & Accounts Receivable SOP
  • Bank & Card Reconciliation SOP
  • Month-End Close checklist
Download the templates โ†“
Word (.docx) ยท editable ยท no signup required
Rather skip the reading?

Want a free pilot or sample engagement?

If you'd like us to reconcile a real client month or run a sample engagement, just reply to our email and we'll set it up โ€” usually within a day. No cost, no obligation.

Or book a 30-min call โ†’

Nightly Ledger ยท Outsourced bookkeeping for US CPA firms ยท nightlyledger.com