Welcome to Twisted Wire Bookkeeping

From the fence line to the bottom line, everything you need to get started.


Forms, payment instructions, and a simple path forward all in one place. I’ve kept it easy and direct, just like your books will be no fluff, no hassle. Just clear steps, steady systems, and the kind of support that lets you get back to work with confidence.

🧭 SECTION 1: Get Started – How This Works

Choose the format that works best for you:

  • Online Forms (via Canva): You can fill these out in your browser

    (no account needed.)

  • PDF Downloads: Prefer to print and fill by hand or on your device? No problem. Every form has a printable version too.

If you get stuck, just call or email, I’ve got you.

How to Fill Out These Forms

Not sure what Canva is? Or how to fill things out online? This quick guide explains everything, plus how to download a PDF if you’d rather write it out.

Where to Upload Your Files

A step-by-step tutorial (with pictures!) showing you how to upload to the Google Drive folder I’ll create for you.

How to Share Logins the Right Way


Here’s how to safely share your logins, whether using Bitwarden, email, or another secure method. No guesswork.

🧾 SECTION 2: Core Client Forms – Start Here

Client Intake Form

Let’s get to know your business. Fill this out to start the process, no overwhelm, just the basics I need to serve you well

Service Agreement

This outlines what we’ve agreed to, the services you’ll receive and how we’ll work together. Simple, professional, and built on mutual respect.

How to Pay

I’ve made paying simple and secure. This sheet includes your payment options, due dates, and my late fee policy.

What Happens After You Sign Up

Here’s the onboarding timeline, how communication works, and when you’ll receive your first invoice or report.

🔐 SECTION 3: Secure Access – Login & Upload Info

🔐 | Secure Login Info Form

Hello, World!

| 🔐 | How to Share Logins the Right Way (also shown above for ease)

| 📂 | Where to Upload Your Files (also shown above for ease)

🧠 SECTION 4: Helpful Tools & Add-Ons

| 📋 | What I’ll Need From You Each Month

| 🛠 | Add-On Services Menu

🔒 SECTION 5: Policies & Security

| 📘 | Privacy Policy Summary

| 🔐 | How I Keep Your Info Secure (WISP Summary)

| 🕒 | Late Payment Policy

🔒 Licensed & Insured for Your Peace of Mind

📞 Step 7: Add the “Still Have Questions?” Section

  1. Add a Text or Contact block

  2. Title it: Reach Out Anytime

  3. Paste this:

Not sure what to fill out? Prefer to talk it through first? I’ve got you.

📬 Email: fenceline@twistedwirebookkeeping.com
📞 Phone: 605-569-3735