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Managing Client Financial Statements

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

A preview of the 'Managing Client Financial Statements' templateManaging Client Financial StatementsReady to Start2 AutomatorsSend queries to clientCompletedPrep5 AutomatorsDraft workpapersCompletedProcess8 AutomatorsFinalise workpapersCompleted

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.

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  • .XLSX File

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
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