Office Templates

Managing an accounting practice efficiently requires maximizing the use of technology. One tool that can be invaluable in improving efficiency is the template. When you sign up for our consulting services, ask us about our customized MS Office templates. We can create useful templates with your name, contact information, and logo, and provide them to you on a CD. Many templates include a pop-up box to enter custom information.

Here is a sample of the templates you could receive:

• Letters: Appointment letter, year-end letter, tax engagement letter, take-over letter

• Forms: Accounting and tax engagement control sheets, automobile use, minute book review, engagement budget, fax cover sheet, invoice, bank reconciliation

• Checklists: Trust examination accounting records, client interview, incorporation issues

We always welcome suggestions from colleagues for new templates.