Managing client financial statements (AU)

A general template to draft, finalize and manage financial statements for your clients.

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This is a general template Australian firm, Growthwise, use to draft, finalize and manage financial statements for their clients. It helps them to ensure no step is missed, such as checking if the client may be eligible for R&D tax exemptions, or small business grants. 

Growthwise is a Newcastle-based accounting firm but not your average nerdy, pen pushing, number-crunching, sit–behind–a–desk small business group of accountants. Follow them on Twitter.