REI Client “Smart Card” template that allows you, your entire bookkeeping firm, and your Client to stay on the same page during their entire bookkeeping lifecycle.


  • You adopt this template for each REI Client and it provides an organized and detailed view of things you need to know about each REI Client.

  • You need this for each of your Clients. You don’t need to spend hours and hours recreating the wheel. Adopt this template instead.



What You Get:

  • A 6-page Google spreadsheet editable template that takes a client through all the basic business inputs

The Pages:

1) General Business Info

2) List of Business Accounts

3) Account Statement Upload Checklist

4) Properties/Entities/Partners

5) Contractors/Recurring Vendors

6) Recurring Customers



Choose a Pricing Option