$375

One Page Client Report

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$375

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Refund policy

No Refunds

Event description

Description

Clients are often confused by the myriad of entities - companies, trusts, superannuation funds, partnerships and individuals - which own their wealth and generate their income. Presenting them with a raft of reports can be more confusing than helpful. Clients often prefer a simplified report to help them understand the overall financial performance of all entities.

To assist firms in providing clients with this summarised information, Smithink has developed a One Page Client Report Excel Template (you need to have Microsoft Office 2007 or later) that combines all data onto a single easy to read page. Charts are automatically calculated, no fuss.

The report is broken into sections comprising INCOME, WEALTH and TAXES. For Smithink members this is complimentary, or $375 (inc GST) for if you are not a member firm. Existing users can contact us for a code to purchase the new version at a discount.


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Refund policy

No Refunds

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Helping accountants turn their practices into great business.

We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof.

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