Client Handbook as Word and PDF Files QBO, Xero, Sage Cloud & Cloud Fintech Agnostic!

Clients are more engaged and compliant if expectations of their responsibilities are clear, workflows are pre-set for them, expectations of how to communicate with you (and your team), Tax Agency best practices are established and they understand the basics of bulletproof bookkeeping.

Creating content yourself may seem daunting. Start with our generic Word/PDF templates and customize for your standards.

$250.00 + HST Click Here

Here is a link of the the Calmwaters’ one showing the template content.