Loading Template...
Stephanie Ramirez
Assured Bookkeeping Plus LLC
| Popularity | Title | Work Type | Location | Downloads |
|---|---|---|---|---|
|
1
|
Share Potential Client Lead Tracking (updated) |
Other
88
|
|
88
|
|
2
|
Bookkeeping Cleanup w client tasks |
Accounting
65
|
|
65
|
|
3
|
Client Onboarding-with Client Tasks |
Bookkeeping
39
|
|
39
|
|
4
|
Annual Books Review - QBO, non monthly client |
Accounting
38
|
|
38
|
|
5
|
ABP - QBD to QBO Conversion |
Admin
23
|
|
23
|
|
6
|
New QBO Client Start Up Template |
Other
17
|
|
17
|
|
7
|
Employee Offboarding Template |
Admin
9
|
|
9
|
|
8
|
Qtly Bookkeeping |
Bookkeeping
8
|
|
8
|
|
9
|
Monthly Bookkeeping - Trades |
Bookkeeping
8
|
|
8
|
|
10
|
Share Lead Tracking "name of client" (Sits under firm) |
Other
3
|
|
3
|
|
11
|
New Payroll Client Set up-Using 3rd party (Gusto Partner) |
Payroll
2
|
|
2
|