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



Kerri set up our company on Quickbooks and trained me to use the software in just a few sessions. I was able to contact her for questions and always received prompt replies and solutions to any issues. She was also very accommodating for appointments. Kerri is very knowledgeable and great to work with. We have always been very please with our working relationship. – Joan Arkilander, Merc International