Bookkeeping Assistants / Recordkeeping Support Starter Kit Companion
Use the bookkeeping assistants Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Bookkeeping Support Services Agreement
- Financial Records Intake Form
- Expense & Recordkeeping Plan
- Financial Records Access Authorization
- Non-CPA & Non-Tax Service Disclosure
- Monthly Recordkeeping Checklist
- Financial Records Organization Summary
- Recordkeeping Discrepancy Report
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