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 has been assisting me with my companies bookkeeping for several years now – she’s very gifted and patient in helping me get and stay organized. She’s detail oriented and cares about what she’s doing and who she’s doing it for. I’d recommend Kerri to any small-mid sized business. – Kirk Lowe, TactiBrand.com