Statement of Advice (SOA) Implementation
Download your free Statement of Advice (SOA) Implementation template to personalize and use in your bookkeeping or accounting firm.
This process is to execute the agreed upon activities post-client review meeting (e.g. Statement of Advice) specifically for insurance applications and investment vehicles.
The start date is the day of the client meeting and the due date is 2 weeks later. The work assign is the Admin.
Download the Template
Download your Statement of Advice (SOA) Implementation template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling