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Client processing checklists.

During our frantic busy months, there are many times that we need to know exactly where we are with each and every client. Our computer keeps a fairly good time and billing on each, but does not tell us exactly what has been done. We developed the forms below which are used and kept on a clip board. Whenever I or anyone else has the need to know any information on a client, we just refer to these sheets to tell us at what point of processing each client is.
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Title Annotation:Practical Pointers; client information form
Author:Bradbeer, Karen; DeBary, Florida
Publication:The National Public Accountant
Article Type:Column
Date:Nov 1, 1991
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