TEMPLATES – FORMS – WEBINARS – CONSULTING – MORE
We are constantly adding more and more products to our lineup, so be sure to check back often!
This template package includes:
- Client Organizer: Business
- Client Organizer: Married
- Client Organizer: Single
- Client Organizer: Multiple Years – ABC Client
- Email Templates: DocuSign
- Email Templates: Estimated Tax
- Engagement Letter: Individual Tax Return – Married
- Engagement Letter: Individual Tax Return – Single
- Engagement Letter: Partnership or LLC Tax Return
- Engagement Letter: S-Corp Tax Return
- Engagement Letter: C-Corp Tax Return
- Engagement Letter: Multiple Years – ABC Individual Tax Return – Married
- Engagement Letter Cover Letter: Extended Business Tax Return
- Engagement Letter Cover Letter: Extended Individual Tax Return
- Engagement Letter Cover Letter: Timely Business Tax Return
- Fee Schedule: Tax Prep for Clients
This template package includes:
- Checklist: Annual Financial Close Activities
- Sample Policy: Client Due Diligence
- Checklist: Client Homework
- Checklist: Client Onboarding Tasks
- Sample Form: Client SmartVault Login Access
- Sample Confidentiality Agreement
- Sample Letter: Disengagement / Release of Information
- Sample Letter: Engagement
- Checklist: Monthly Financial Close Activities
- Template: New Client Interview
- QuickBooks Support Plan Description
- QuickBooks Support Plan Details
This template package includes:
- Template: Bereavement Policy
- Template: Continued Education Request
- Sample Job Description: Bookkeeper
- Sample Policy: Clean Computer Policy / Downloading Locally
- Sample Policy: Conferences
- Sample Policy: Continued Education
- Sample Policy: Education and Certification Plan
- Template: Outline – Education Plan
- Template: Contract – Employee (Attorney to Review)
- Template: Form – Employee Disciplinary Action Appeal
- Template: Form – Employee Disciplinary Action
- Sample Policy: Employee Disciplinary Action
- Sample Policy: Minimum Technology Requirements for Remote Employees
- Template: Outline – Online Document Storage Folder Structure
- Template: Paid Time Off and Holidays
- Template: Statement of Commitment