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

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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Karbon

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Statement of Advice (SOA) Preparation