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Main » Bookkeeper Quote/File Organize » Product Details

Delivery Status Client Files

SKU: SF271vh

This tool will be useful when you receive drop offs from clients.  This tool lists service needs with routing details and signatures. The arrival of the bookkeeping box or ledgers or receipts & any contents can be overwhelming.  All you need to do is just affix this report to each separated bundle, box or ledger.
 Insert a copy of this tool to client's tax year end folder, new information folder or an appointment folder.

Bookkeepers/Accountants will especially find the tool an asset to the business giving them assurance and their clients they are accountable for information received.

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