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Audited Financial Statements in CCH icon

Audited Financial Statements in CCH

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Download your free Audited Financial Statements in CCH template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Audited Financial Statements in CCH' templateAudited Financial Statements in CCHKick-off (Step 1: Project)2 AutomatorsUpdate and send the client task for the upcoming audit workCompletedCLIENT TASKSKick-off of your audited financial statements3 AutomatorsSchedule your audit kick-off meeting at: https://calendly.com/yournameCompletedKick-off (Step 2: Client)5 AutomatorsEnsure meeting is scheduled (and remind client of upcoming meeting)Completed

This template is designed to guide you through the audited financial statements workflow powered by CCH.

It covers kick-off to finalization, including tasks for your Admin, Partner, Operations Manager, Accountant and Reviewer team members.

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
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This template is for United States only
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