Statement of Advice (SOA) Preparation icon

Statement of Advice (SOA) Preparation

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Download your free Statement of Advice (SOA) Preparation template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Statement of Advice (SOA) Preparation' templateStatement of Advice (SOA) PreparationReady to Start2 AutomatorsReview client file and notes in financial planning system and info in third party systemsCompletedSetup4 AutomatorsEnter all client data from various systems into financial planning systemCompletedCLIENT TASKSRequest for information7 AutomatorsInfo needed: ...Completed

This template includes the process to prep, present and get agreement with a client on a Statement of Advice. The steps have been made generic to simplify the process.

The work start date is typical today (or when to start work) and the due date is 17 days later. The work assignee is the Admin.

This template is part of the Financial Planning Pack.

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  • .XLSX File

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