Professional services checklist collection: Save valuable time

With over 140 ready-to-use checklists, this extensive collection is designed to assist you in preparing or reviewing common commercial business transactions as well as tax and financial planning engagements.

Item # 59600 |  $105.00

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Find topics that are important to your business, including:

  • tax-related checklists
  • corporate and commercial checklists
  • personal financial planning checklists
  • computer-related checklists
  • business financing checklists
  • Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) checklists

This practical resource for firms can help you:

  • quickly determine the issues involved in different situations
  • oversee completion of all elements of a transaction or planning engagement
  • make sure items are not overlooked
  • ensure consistency and thoroughness of work performed
  • work more effectively and efficiently