{"id":20757,"date":"2019-12-17T03:04:40","date_gmt":"2019-12-17T03:04:40","guid":{"rendered":"https:\/\/www.process.st\/templates\/parkway-business-solutions-client-file-review-checklist-805-419-9197-https-parkway-business\/"},"modified":"2024-02-29T00:39:51","modified_gmt":"2024-02-29T00:39:51","slug":"parkway-business-solutions-client-file-review-checklist-805-419-9197-https-parkway-business","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/parkway-business-solutions-client-file-review-checklist-805-419-9197-https-parkway-business\/","title":{"rendered":"Parkway Business Solutions: Client File Review Checklist (805) 419-9197 | https:\/\/parkway.business"},"content":{"rendered":"
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Getting Started:<\/h2>\n
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Created By:<\/strong>
Matthew Fulton | Parkway Business Solutions | https:\/\/parkway.business<\/a> | (805) 419-9197 <\/strong><\/p>\n<\/p><\/div>\n

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Overview:<\/strong><\/h5>\n

Thank you for checking out Parkways New Client File Review Process. The objective of this checklist is to provide a consistent workflow through which any of our team members can evaluate the existing financial records of a potential client.<\/p>\n

Skip Logic:<\/strong><\/h5>\n

The accounting needs of every company are unique and often have various levels of complexity.  In attempt to make this survey useful across different business entities, this survey utilizes conditional logic (also known as branching or skip logic) to add additional questions related to expected services required.  Please look for questions labeled Skip Logic <\/strong> to activate additional questions.<\/p>\n<\/p>\n<\/p><\/div>\n

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Client Write-up:<\/strong><\/h5>\n

Our goal was to streamline the client write up process once the review has been completed. This was accomplished by mapping out the answers provided while completing this survey. You will find the reports under the Discovery Report Section. Be sure to check back as we add more report options including the ability to email directly to the client<\/p>\n<\/p><\/div>\n

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Together we all Succeed!<\/strong><\/em><\/h5>\n

Want a copy of this checklist? Feel free to generate a copy for personal use. To do so you will need to create a free Process.Street Account and then select the \"Add to my company\" option.  As of 2\/15\/2018 the conditional logic steps will still work on a template saved to a free account but you will not be able to edit the specialized rules.<\/em><\/p>\n<\/p><\/div>\n

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To get started a completed by name below<\/strong><\/p>\n<\/p><\/div>\n

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Parkway Business Solutions | (805) 419-9197 | https:\/\/parkway.business<\/a> | success@parkway.business<\/a><\/p>\n<\/p><\/div>\n<\/section>\n

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Point of Contact<\/h2>\n
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