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Stephanie Ramirez
Assured Bookkeeping Plus LLC
| Popularity | Title | Work Type | Location | Downloads |
|---|---|---|---|---|
|
1
|
Share Potential Client Lead Tracking (updated) |
Other
84
|
|
84
|
|
2
|
Bookkeeping Cleanup w client tasks |
Accounting
57
|
|
57
|
|
3
|
Client Onboarding-with Client Tasks |
Bookkeeping
37
|
|
37
|
|
4
|
Annual Books Review - QBO, non monthly client |
Accounting
33
|
|
33
|
|
5
|
ABP - QBD to QBO Conversion |
Admin
19
|
|
19
|
|
6
|
New QBO Client Start Up Template |
Other
6
|
|
6
|
|
7
|
Qtly Bookkeeping |
Bookkeeping
5
|
|
5
|
|
8
|
Employee Offboarding Template |
Admin
5
|
|
5
|
|
9
|
Monthly Bookkeeping - Trades |
Bookkeeping
4
|
|
4
|
|
10
|
Share Lead Tracking "name of client" (Sits under firm) |
Other
1
|
|
1
|