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Client profile sample
Bookkeeper client profile sample
Bookkeeper client profile sample
1
Sample Client Profile – Compilation
Client
:
Year
end:
Address:
Telephone
Fax #
Postal code:
E-
mail addr
ess:
Organiza
tion:
Corporati
on
Partnership
Proprietorshi
p
Associ
ation/Society
Joint Venture
Other:
Jurisdiction of registration:
Names, t
itles,
addresse
s
and telephone numbers of directors, officers,
partners, and/or managers:
Nature o
f Busine
ss/Organi
zation
:
Bankers:
Solicitors:
Associat
ed/rela
ted co
mp
any
Bookkeeper/
Accountant
Descript
ion of
accounti
ng system:
Date &
initials
Prepared
Reviewed
Index
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Bookkeeper client profile sample
DOC: 71.5 KB | PDF: 52.8 KB (1 page)
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