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Year End Reporting

Shared by TandemBooks Inc.
Melyssa Brunet
"This is our year end reporting template that is used for all client types. As we specialize in law firm bookkeeping, there is a section for law firm trust accounting, which can be removed if not required."
This template includes
  • 17 tasks
  • 35 sub tasks
  • 3 client tasks
  • 1 task dependency
  • 3 sections
  • 3 assignee roles
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