Annual Financials and Tax Return Prep Workflow for Business Clients

Use this template to streamline the process of preparing annual financials and tax returns for your business clients.

Having a clearly defined workflow with responsibilities and customer touch points mapped out will help to streamline your offering and client experience.

Use this comprehensive workflow template (complete with a workflow PDF guide) from Business Advisory specialist, Lynda Steffens, to keep track of your annual financials and tax return prep workflow.

It includes everything from preparing the job and price, through to a business strategy session and after action review.

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