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Accounting & Bookkeeping & Small Business Forum
Accounting, Bookkeeping, Marketing, and Small Business Resource
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| Posted: Mon May 10, 2004 12:44 pm Post subject: Client Organizer and Final Exam |
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| I'm interested in finding out if there is a little more info about the "Client Organizer" in the modules. It's a cute idea and I want to make sure it contains everything it should so it's really useful. Also, my partner and I are planning on taking the course together, are we allowed to both take the final exam and receive certification? Thanks in advance, Brande |
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Guest
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| Posted: Tue May 11, 2004 6:06 pm Post subject: RE: Client Organizer and Final Exam |
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The CLIENT ORGANIZER IS A FILE BOX WITH FOLDERS IN IT. in one folder i have the client put his bank stmt and check stubs in. In another folder I have them deposit their daily cash reports in.
A third folder I have them put their Accounts payables. The fourth contains receivables, and the fifth is a catch all. I purchase 2 file boxes for each client. and leave one with the client for their use. When I pick up their info at end of month, I pickup the file box they have filled and leave them an empty one. The file boxes with folders usually run $7.00-$10.00 each.
I personally re coup this cost by adding it to my setup fee charged when I take them on as a client. |
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