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Mr. Sloan
Mr. Shah
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Michael Shah
Neil Shah
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Monterey County
Silicon Valley
Home
Our Firm
Mr. Stevens
Mr. Sloan
Mr. Shah
Our Team
Mr. Shah
Michael Shah
Neil Shah
Our Expertise
Agriculture & Farming
Real Estate & Construction
Faith-Based Institutions
High Net-Worth Individuals
Family Businesses
Banks & Financial Institutions
Our Services
Wealth Creation
Consulting
Estate Planning
Taxation
Virtual CFO & Accounting
Technology & Systems Implementation
Blog
Resources
Forms & Templates
File Share
Online Resources
Client Portal
Client Portal Signup
Contact Us
Monterey County
Silicon Valley
"CONVENIENT COLLABORATION"
Easy access to forms, links, and file sharing
Forms & Templates
Excel Templates
Personal Financial Statement
File Size:
85 kb
File Type:
xls
Download File
Journal Entry Sheet
File Size:
65 kb
File Type:
xlsx
Download File
Bank Reconciliation
File Size:
74 kb
File Type:
xlsx
Download File
Check Register
File Size:
744 kb
File Type:
xls
Download File
Timesheet
File Size:
699 kb
File Type:
xlsx
Download File
Other Forms & Templates
Letter Template
File Size:
13 kb
File Type:
docx
Download File
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