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HowNow Accountants Content Document Title
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Acceptance of Engagement – Ethical Clearance Letter
Clients
Letters
Appointment Detail Form
Clients
Forms
Complaints Form
Clients
Forms
Complaints - Reply Letter
Clients
Letters
Confirmation of Appointment Letter
Clients
Letters
Dealing with Complaints
Clients
Scripts
Dealing with Complaints Procedure
Clients
Procedure
Fixed Price Agreement
Clients
Letters
Meeting Agenda - Generic
Clients
Forms
Meeting Agenda - New Projects
Clients
Forms
Meeting Agenda – Prospects and New Client
Clients
Forms
Meeting Agenda – Application for Finance
Clients
Forms
Meetings in our Office Procedure
Clients
Procedures
Monthly Complaints Monitoring Form
Clients
Forms
Pro Forma Loan Application Form
Clients
Forms
Speaking to a Lost Client
Clients
Scripts
Debtor Control and Collection of Overdue Accounts
Finance
Procedures
Debtors - 1st Reminder for Overdue Accounts
Finance
Letters
Debtors - 2nd Reminder for Overdue Accounts
Finance
Letters
Debtors - 3rd and Final Reminder for Overdue Accounts
Finance
Letters
Debtors - Credit Review Checklist
Finance
Checklists
Debtors - First Telephone Call to Overdue Debtor
Finance
Scripts
Debtors - Getting Cashflow and Debtors Under Control
Finance
Reference
Debtors - Second Telephone Call to Overdue Debtor
Finance
Scripts
Firm Budget and Cashflow Plan Workpapers
Finance
Workpapers
Client Categorisation Workpapers
Leadership
Form
Client File Review Checklist
Leadership
Checklists
Client Files Reviewed - Summary
Leadership
Forms
Client Manager Report
Leadership
Forms
Client Review and Categorisation Procedure
Leadership
Procedure
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Leadership
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Leadership
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Lost Client Letter
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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Leadership
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QA Policy – Risk Management
Leadership
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Leadership
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Quality Control Checklist
Leadership
Forms
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Leadership
Forms
Strategic Planning – Presentation
Leadership
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Strategic Planning – Quarterly Plan
Leadership
Workpapers
Strategic Planning – Questionnaire
Leadership
Forms
Strategic Planning – Planning in the Firm
Leadership
Procedures
Team Member Report
Leadership
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The Basis of Professional Relationship
Leadership
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The Firm’s Areas of Operation
Leadership
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The Firm's Commitment to the Team Members
Leadership
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Client and Prospect Scripts
Marketing
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Event Planning – Computer Training Running Sheet
Marketing
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Marketing
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Marketing
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Event Planning – Budget and Registration Workbook
Marketing
Workpapers
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Marketing
Procedures
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Marketing
Procedures
Proposal Letter for Prospective New Client
Marketing
Letters
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Marketing
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Procedures
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Marketing
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Production
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ABP for a Non-Retired Member (TRIS) – Letter to Member
Production
Letters
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Production
Letters
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Production
Forms
ABP for a Retired Member – Letter to Member
Production
Letters
ABP for a Retired Member – Member Letter to Fund
Production
Letters
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Production
Forms
ASIC - Annual Review
Production
Procedures
ASIC - Annual Statement - Solvency Resolution
Production
Forms
ASIC - Annual Statement – Solvency Minute
Production
Forms
ASIC - Change of Company Name Covering Letter
Production
Letters
ASIC - Change to Company Details
Production
Procedures
ASIC – Company Deregistration Application Covering Letter
Production
Letters
ASIC – Company Deregistration Notification Covering Letter
Production
Letters
ASIC - Company Registration - Information Gathering Covering Letter
Production
Letters
ASIC - Company Registration - Information Gathering Form
Production
Forms
ASIC - Consent to Appointment
Production
Forms
ASIC - Directors Resolution - Change of Address
Production
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ASIC - Directors Resolution - Change of Office Holders
Production
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ASIC - Directors Resolution - Change to Office Holders Details
Production
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ASIC - Directors Resolution - Generic
Production
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ASIC - Form 484 Covering Letter
Production
Letters
ASIC - Registration of a New Company
Production
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ASIC - Registration of Company Checklist
Production
Checklists
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Production
Reference
ASIC - Review of Annual Statement Letter
Production
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ASIC - Share Transfer Covering Letter
Production
Letters
ASIC – Voluntary Deregistration of a Company
Production
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Production
Web Pages
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Production
Web Pages
ATO Certainty Letter
Production
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ATO Garnishee Notice Letter
Production
Letters
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ATO Lodgement Reminder Letter
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Production
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Production
Letters
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Production
Letters
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Production
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Account Based Pension – Client Disclosure Letter
Production
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Account Based Pension – Establishment Covering Letter
Production
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Production
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Accounts Preparation – Accounting Checklist
Production
Checklists
Accounts Preparation – Smart Workpapers
Production
Workpapers
Accounts Preparation – Final Self Review
Production
Checklists
Accounts Preparation – Year End Questionnaire
Production
Forms
Accounts Preparation – Covering Letter
Production
Letters
Accounts Preparation – Engagement Letter
Production
Letters
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Activity Statement – Covering Letter
Production
Letters
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Production
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Adding a Member to a Self-Managed Superannuation Fund Letter
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Letters
Allocated Pension Minimum and Maximum Letter
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Application for Finance Covering Letter
Production
Letters
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Production
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Workpapers
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Production
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BAS Preparation - Information Gathering Questionnaire
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Production
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Production
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Budget and Cashflow Forecasts Checklist
Production
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Budgets and Cashflow Forecasts Procedure
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Business Plan Template
Production
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Valuation of a Business Workpapers
Production
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Buying or Setting Up a New Business
Production
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Calendar of Key Dates
Production
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Capital Gains Tax – Smart Workpapers
Production
Workpapers
Calculation of Capital Gains and Losses
Production
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Capital Gains Tax - Checklist
Production
Checklists
Cashflow - Workpapers
Production
Workpapers
Change to Client Details – Covering Letter
Production
Letters
Choosing a Business Structure – Checklist
Production
Checklists
Choosing a Business Structure – Entity Matrix
Production
Reference
Client Termination Letter
Production
Letters
Company Debit Loan – Smart Workpapers
Production
Workpapers
Company Debit Loan – Checklist
Production
Checklists
Company Dividend Resolution
Production
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Company Notice of Assessment Letter
Production
Letters
Company Shareholders Loan Accounts
Production
Procedures
Company Dividend and Interest Schedule Letter
Production
Letters
Consent to Appointment as Trustee (Company)
Production
Forms
Consent to Appointment as Trustee (Individual)
Production
Forms
Converting Pension to New Regulations – Member Letter to Fund
HR Policy – Induction, Probation Periods, Flexible Work Arrangements Team and Types HR Policy – Internal Complaints and Grievance Policy Team
Forms
HR Policy – Quality Systems and Maintenance
Team
Forms
HR Policy – Recruitment
Team
Forms
HR Policy – Template
Team
Forms
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HR Policy – Termination and Redundancy
Team
Forms
HR Policy – Training and Development
Team
Forms
HR Policy – Use of Company Vehicles
Team
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Induction Checklist
Team
Forms
New Team Member Booklet
Team
Forms
New Team Member IT Set-Up Details
Team
Forms
New or Change Team Member Details
Team
Forms
Offer of Employment Letter and Standard Terms and Conditions
Team
Letters
Personnel Records Checklist
Team
Checklists
Position Description – Accountant – Level 1-3
Team
Forms
Position Description – Business Manager
Team
Forms
Position Description – Client Relationship Manager
Team
Forms
Position Description – Information Technology Manager
Team
Forms
Position Description – Partner, Director or Principal
Team
Forms
Position Description – Payroll Officer
Team
Forms
Position Description – Receptionist or Administration Officer
Team
Forms
Position Description – Senior Accountant
Team
Forms
Position Description – Template
Team
Forms
Probation Period Checklist
Team
Checklists
Recruitment Advertisement
Team
Forms
Recruitment Interview Checklist
Team
Checklists
Recruitment Procedure
Team
Procedures
Reference Check Form - Verbal
Team
Forms
Reference Check Letter
Team
Letters
Termination of Employment Letter
Team
Letters
WHS – Basic Life Support Flowchart
Team
Forms
WHS - Bomb Threat Checklist
Team
Checklists
WHS - Contractor and Visitor Induction Checklist
Team
Checklists
WHS – Electrical Equipment Register
Team
Forms
WHS – Emergency Action Guide
Team
Forms
WHS - Emergency Control Organisation Meeting Register
Team
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WHS - Emergency Control Organisation Register
Team
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WHS – Emergency Evacuation Plan
Team
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WHS – Emergency Management Control and Evacuation Plan
Team
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WHS - Fire and Evacuation Practice Register
Team
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Team
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Team
Forms
WHS - Hazard Register
Team
Forms
WHS - Health and Safety Committee Register
Team
Forms
WHS – Housekeeping Inspection Checklist
Team
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Team
Procedures
WHS – Incident Investigation Report
Team
Forms
WHS – Personal Threat Checklist and Action Guide
Team
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Team
Forms
WHS – Work Health & Safety Policy and Procedures Handbook
Team
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Notes:
3 years of all workpapers and checklists are retained in the system to enable processing of prior year’s work using the correct rates and legislation Merge copies of all letters are included Content is updated monthly in line with legislation changes and for efficient work practices From time to time documents may be added or withdrawn
