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Bookkeepers Interview

SKU: SF060vi

This tool helps you determine what is needed and expected for a bookkeeping file.  It will also prepare the compiler for the work load that is coming and provides both you and your client with what is expected . Bookkeepers and accountants use this document to get to know the client, an essential process in managing expectations.

You may also find our Bookkeepers Service Agreement to be helpful at this stage with the client.

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