Does anyone have a template they’d be willing to share? Saying my client has given me consent to use their logins, etc. I know this is a hot topic but thought I’d ask.
Sometime back, Susie Marbury of Checks and Balances for You shared some of her business templates which was extremely helpful to many of us. Susie is the AADMM Virtual coordinator and has a lot of knowledge and experience as a DMM. I asked for permission to share which she granted, so I will send you the consent form via email.
Would you be willing to share that with me as well? I have one that I currently use but am curious if it could be better or is missing something crucial.