Initial Project Tailoring | Financial Cents Templates

About this template

We set up this project when we started using FC to give our team ideas on how to tailor the Monthly Bookkeeping template for each client.

Work type: Admin

Location: United States

Client industry: Generic

Version: 1 Latest

This template includes

7 tasks

	Team Tasks
	Set a meeting with other team members assigned to the client.	Senior Accountant
	If this is the first time a project has been assigned to this client, go to Clients and update contacts to ensure all known contacts for the client are included.	Staff Accountant
	If this is the first time a project has been assigned to this client, go to Clients and update contacts to ensure all known contacts for the client are included.	Senior Accountant
	Add usernames and passwords from spreadsheet in SharePoint to Client Vault	Staff Accountant
	Email client to let them know they will be receiving automated emails from Financial Cents (see attached suggested wording).	Senior Accountant

Team Tasks

Set a meeting with other team members assigned to the client.

Senior Accountant

If this is the first time a project has been assigned to this client, go to Clients and update contacts to ensure all known contacts for the client are included.

Staff Accountant

If this is the first time a project has been assigned to this client, go to Clients and update contacts to ensure all known contacts for the client are included.

Senior Accountant

Add usernames and passwords from spreadsheet in SharePoint to Client Vault

Staff Accountant

Email client to let them know they will be receiving automated emails from Financial Cents (see attached suggested wording).

Senior Accountant

Meeting Tasks

Update Client Tasks

Staff Accountant

If Bestow has online banking access to pull statements, please remove sending bank statements from client tasks

Update client tasks to list each bank, credit card, or investment account for which we need statements, using the last few digits of each account number

Add client tasks for each piece of information the client needs to provide each month (i.e. membership reports, PayPal reports, etc.)

Add or update due dates for each client task. Bank statements should be due no later than 5 days after the start of the project and other items should be due no later than 10 days after the start of the project.

Update Team Tasks

Senior Accountant

Update the template tasks to reflect what you do monthly for the client. Be as granular and descriptive as possible - include URLs for any statements or reports that the team can access without the client

Delete any tasks that are not applicable to this client

Add tasks or subtasks to reflect any procedures not already listed in the template.