One Page Client Report
Clients are often confused by the myriad of entities - companies, trusts, superannuation funds, partnerships and individuals - which own their wealth and generate their income. Presenting them with a raft of reports can be more confusing than helpful. Clients often prefer a simplified report to help them understand the overall financial performance of all entities.
To assist firms in providing clients with this summarised information, Smithink has developed a One Page Client Report Excel Template (you need to have Microsoft Office 2007 or later) that combines all data onto a single easy to read page. Charts are automatically calculated, no fuss.
The report is broken into sections comprising INCOME, WEALTH and TAXES. For Smithink members this is complimentary, or $375 (inc GST) for if you are not a member firm. Existing users can contact us for a code to purchase the new version at a discount. Below is an example of the income section:
Flintstone Group Download example report.
If you are not a member firm, you can purchase the One Page Client report here.
Needs Review Check List
These questions are designed to get your client talking. It is in the narrative that you will discover the concerns your client has about their business and family. Use these questions as a guide but customise to achieve a comfortable style. Avoid any questions that can be answered yes or no.
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