Source: Client Action Items Template.md (Google Drive) | Owner: Sandra Lea, CPA

Header Info

Field Value
Client Name
Prepared By
Document Date
Period Covered
Next Review Date

High-Priority Summary

Top items requiring immediate client or firm action

# Action Item Owner Deadline Status
1
2
3

Category 1 — Accounting & Bookkeeping

# Action Item Priority Owner Due Date Done Notes
[ ]

Category 2 — Compliance

# Action Item Priority Owner Due Date Done Notes
[ ]

Category 3 — Financial Improvements

# Action Item Priority Owner Due Date Done Notes
[ ]

Category 4 — Documentation & Administrative

# Action Item Priority Owner Due Date Done Notes
[ ]