New-Client Induction Checklist/Report
(Includes Money Laundering Checklist)
New clients, especially start-ups, complain that their accountant has not "settled them in" properly.

This checklist provides a methodical approach to the induction process so that important matters are not missed out.

It doubles as a printed report. You can impress your clients by handing them a printed report to take away at the end of the meeting! 

Facilitates a structured discussion
Prevents overlooking important issues
Impresses your client
Includes money-laundering enquiries
Platforms: Windows 95, 98, ME, 2000, XP, Vista, Windows 7 or higher

Requirement: Excel 2000, 2003, 2007 or higher


RELATED PRODUCTS:
Proposal Report to a Prospective Client

Partnership Agreement
Practice Continuity Agreement
IR35 Consultancy Agreement

Main Features


• List of questions to ask at induction meeting

• Tick boxes

• Doubles as a printed report

• Serves as a record of matters discussed at the meeting

• Complies with money laundering matters

• Easy to use on Excel

• Covers: 
- Business strategies
- Tax matters
- Accounting Records
- Personal Tax matters
- Use of Home for business purposes

• Stimulates add-on consultancy work

• Unlimited clients in licensed user's firm


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