QuickBooks Setup Information Checklist

advertisement
LARKEN GROUP
Progress Report
The purpose of this document is to provide effective
communication to clients and document project progress.
General
Date:
Client:
Nature of Update:
Recurring
weekly ☐ monthly ☐
Special Project
☐
Other:
Summary
This is a summary of our progress on meeting your goals. Accomplishments, decisions, information gathered, issues encountered and issues
remaining shall be described in this summary.
Task Progress
This information demonstrates progress we have made on specific tasks, previously plan project milestones and/or future tasks and plans.
Progress Report
LARKEN GROUP
Page 2
Task Progress, continued.
Other
These are questions and concerns we have regarding tasks or other notes to client.
Completed By
Name
Email
Delivery Method to Client
Fax / Email
What next? Please let us know
if you have any questions so
that the Larken Group can
provide the best service to you.
Email
admin@larkengroup.com
or
Fax
815-417-9240
Download