Statement of Advice (SOA) Preparation
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.
Download the Template
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- .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