Surrey Branch Meeting

Key Details

Event Closed

17 Apr 2019
07:00 PM
Members only
Holiday Inn Guildford, Onslow Suite 2, Egerton Road,Guildford, Surrey, GU2 7XZ


We will be joined by Claire Packham C.FICB, looking at how checklists & systems can help us run a successful bookkeeping practice and keep control of our workflow.

We will share some examples of checklists that can be used in our own practices for a variety of tasks such as:

  • Setting up our Practice

  • Regular routines

  • Client interviews

  • Onboarding new clients

  • Offboarding clients

  • Monthly bookkeeping tasks for clients

  • Year-end tasks

We would love to hear from any of you who have your own checklists you’d like to bring along and share with us too. 

ICB Branch meetings are organised by members for members.

Join in the conversation with other ICB students and members on the Greater London & South East Forum

Click here to join the Surrey Branch Facebook group