From: adam25 | Date: 11/5/2009 | Rated: 1 (1) | Views: 74

Add to My Docs Not Relevant Good Result

Template for e-mail to a potentional client. more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 2044

Add to My Docs Not Relevant Good Result

[Date] [Client’s Name] [Client’s Address] Dear [Client’s Name]: [Firm Name] is proud to celebrate 65 years of practicing with independence, objectivit ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 267

Add to My Docs Not Relevant Good Result

NEW CLIENT REPORT — CONFIDENTIAL DATE _______________ CLIENT Name Contact Name Address Line One Address Line Two Address Line Three City, St, Zip CLI ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 1113

Add to My Docs Not Relevant Good Result

CLIENT ACCEPTANCE 1. 2. 3. Name List financial documents obtained (A) List names and relationship of others having business relationships who were ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 406

Add to My Docs Not Relevant Good Result

CLIENT DATA SHEET For Businesses (including sole proprietorships, pension and profit sharing plans, estates, and trusts) Client # Business name Addres ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 316

Add to My Docs Not Relevant Good Result

[FIRM NAME] INTERVIEW OF PROSPECTIVE CLIENT WHAT ARE YOU LOOKING FOR IN AN ACCOUNTANT/CONSULTANT? HAVE YOU HAD THIS SERVICE PERFORMED IN THE PAST BY ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 1438

Add to My Docs Not Relevant Good Result

NEW CLIENT DATA SHEET Client Number NEW CLIENT AUTHORIZATION Primary Partner ________ Second Partner ________ Active Date ________ Date ________ Cli ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 364

Add to My Docs Not Relevant Good Result

Client # Name Change Client Information Client name Address City Business ph Billing staff Contact Year end Add/change services (specify) +/- Fees P ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 2619

Add to My Docs Not Relevant Good Result

CLIENT INFORMATION SHEET DATE 04/08/08 NEW CLIENT CLIENT CODE: CLIENT NAME: ATTN NAME: CITY, STATE, ZIP: CITY, STATE, ZIP: PHONE NO: PRIMARY EMAIL: DE ...  more>>

From: katrinagolden | Date: 4/8/2008 | Rated: 0 (0) | Views: 873

Add to My Docs Not Relevant Good Result

[Firm Name ] New Individual Client Information Client ID Number: Bill to client # : Biller: Preparer s/o Client Name: Shareholder: Group: Set-Up Dat ...  more>>