Loading Template...
Stephanie Ramirez
Assured Bookkeeping Plus LLC
| Popularity | Title | Work Type | Location | Downloads |
|---|---|---|---|---|
|
1
|
Share Potential Client Lead Tracking (updated) |
Other
93
|
|
93
|
|
2
|
Bookkeeping Cleanup w client tasks |
Accounting
68
|
|
68
|
|
3
|
Client Onboarding-with Client Tasks |
Bookkeeping
54
|
|
54
|
|
4
|
Annual Books Review - QBO, non monthly client |
Accounting
45
|
|
45
|
|
5
|
ABP - QBD to QBO Conversion |
Admin
26
|
|
26
|
|
6
|
New QBO Client Start Up Template |
Other
25
|
|
25
|
|
7
|
Employee Offboarding Template |
Admin
16
|
|
16
|
|
8
|
Qtly Bookkeeping |
Bookkeeping
8
|
|
8
|
|
9
|
Monthly Bookkeeping - Trades |
Bookkeeping
8
|
|
8
|
|
10
|
New Payroll Client Set up-Using 3rd party (Gusto Partner) |
Payroll
7
|
|
7
|
|
11
|
Annual Workers' Compensation Audit |
Payroll
6
|
|
6
|
|
12
|
Share Technology Stack Review |
Admin
5
|
|
5
|
|
13
|
Share Lead Tracking "name of client" (Sits under firm) |
Other
4
|
|
4
|