Document Examples
Internal Accounting Summary
A polished, internal-use summary for accountants and advisory teams. Created in either concise or in-depth format, this document clearly outlines key discussion points, who raised them, and when, making it simple for any staff member to step in, assist a client, or continue the workflow without confusion.
Client-friendly Summary
A clear, easy-to-understand document written in everyday language for your clients. This version removes accounting jargon and explains what was discussed, what it means, and what actions they need to take. It can be as concise or as detailed as required, helping clients feel informed while reducing follow-up questions for your team.