The 1099 Client Education System for Bookkeepers

A plug-and-play system that eliminates 1099 chaos by educating clients, defining scope, and turning January into clean, paid work.

If left unchecked, January chaos becomes one of the biggest bottlenecks to your capacity.

1099s aren’t hard, they're just annoying.

They’re stressful because they’re reactive, poorly understood, and squeezed into a tight timeline.

This system fixes that.

GET THE SYSTEM

Instead of explaining 1099s over and over, chasing W-9s, and scrambling at year-end, you’ll educate clients upfront so they understand:

✔️ when 1099s apply

✔️ how to stay organized

✔️ how to avoid them altogether

✔️ and what support you do (and don’t) provide

This is the exact client-facing system I use in my own bookkeeping practice with nearly 50 clients to keep January calm, compliant, and profitable.

What This System Does

Reduces back-and-forth with clients
Prevents last-minute surprises in January
Clearly defines scope, pricing, and deadlines
Positions you as the expert without over-explaining
Allows clients to self-select their level of support
Turns 1099s from chaos into a controlled process

You buy this once and use it every year.

What You'll Get:

Three Client-Facing Text Lessons

Short, digestible explanations written for business owners (not accountants) that:

clarify what 1099s are
explain when they are required (and when they aren’t)
show clients how to avoid them going forward

These are designed to be read, understood, and referenced, not skimmed and forgotten.

Pre-Made Client Training: “1099s Made Simple”

Canva slide deck you can brand and customize
Speaker notes included so you can record confidently
Clear, non-technical explanation clients actually understand

Record once. Share every year.

Client Email Swipe Copy

The exact email wording to send to clients so 1099s are handled cleanly, without follow-ups, awkward conversations, or scope creep.

This is the boundary-setting moment most bookkeepers miss and where confusion, resentment, and unpaid work usually begin.

You don’t have to think about how to say it.

You just customize the details and hit send.

Instructions for Use

Step-by-step guidance on:

how to customize the materials
how to record
how to deliver to your clients quickly

No guessing. No overthinking.

🙌

Easy. freaking. peasy.

Who this is for:

This system is for bookkeepers who:

already deal with 1099s
want fewer January emergencies
are tired of explaining the same thing repeatedly
want clients to understand their responsibilities
want to get paid fairly for their work

This is not a “how to file 1099s” course.
It’s a client-education and boundary system.

Required Softwares

I made sure to keep these free or low cost!

Google Docs (free with a Google account)
Canva (to edit the slides, Canva has free plans)
Loom (or alternative recording software)

Important Notes

For use with your own bookkeeping clients only
Not for resale or redistribution
This purchase is non-refundable

Ready to stop 1099 chaos?

Turn January into a calm, controlled, paid process, every year.

Stop explaining.
Stop chasing.
Start using a system that works.