Client Welcome Kit

As a new client of Add-Vantage Bookkeeping, we’d like to help you get started. Please follow the steps outlined below.

STEP 1:
PLEASE DOWNLOAD, COMPLETE, SIGN & RETURN TO ADD-VANTAGE BOOKKEEPING:

STEP 2:
WE WILL EMAIL YOU A PERSONALIZED AGREEMENT FOR YOU TO COMPLETE, SIGN & RETURN:

  • Non-Disclosure Agreement



It’s always a pleasure working with you, Kerri, and a relief to know that we can count on you to deliver reports on time, as promised, and with a smile!   Thanks for a job well done, and rest assured I will recommend you to my friends! – Sue, aWEBthatWORKS