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New-Client
Induction Checklist/Report
(Includes Money Laundering Checklist)
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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
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Main
Features |
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• 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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