Worksheet

Practice record field sheet

A worksheet on one page, in three blocks. The client block lists entity name, registration numbers, contacts and engagement letter date. The job block holds owner, reviewer, signing partner, external date, internal dates and status. The fee block records fee type, budgeted hours, disbursements and invoice schedule. Fill one sheet per client before any data is loaded into the software.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Practice management software for service firms explained”, www.gullysystem.com/blog/practice-management-software-for-service-firms-explained