Do It Yourself - Forms Required to Be Filed, Checklists, Etc.

DO IT YOURSELF
Action Checklist - What To Do

OVERVIEW OF PROCEDURES

DETAILED STEPS

STARTING

PRINT ALL THE REQUIRED DOCUMENTS

PRESENTATION STANDARDS

OBTAIN THE STANDARD WORKPAPER FORMS NEEDED

OBTAIN THE DOCUMENTS FOR THIS JOB

Forms - Checklists - Etc.

How to use the forms

FINAL OVERVIEW

FINAL STEPS

Title 1
Title 2
Title 3
Title 4
Title 5
Title 6

How to do this - What to Do

Action Checklist - What To Do

OVERVIEW OF PROCEDURES

GENERAL SETUP & STARTUP

PRINT FORMS AND DOCUMENTS NEEDED

PRESENTATION STANDARDS

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DETAILED STEPS

STARTING - FIRST THINGS FIRST, OBTAIN WHAT YOU NEED

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OBTAIN THE ORGANIZER AND BE CERTAIN ALL INFORMATION IS AVAILABLE

OBTAIN AND SORT THE INFORMATION

OBTAIN THE STANDARD WORKPAPER FOLDER SETUP

OBTAIN THE STANDARD PRESENTATION LAYOUT

OBTAIN & OPEN ALL STANDARD DOCUMENTS OR WORKPAPERS

OVERVIEW & BECOME FAMILIAR WITH THE ENTRANCE INTERVIEW FORM

OVERVIEW THE LIST OF INFORMATION AND CLIENT OR BUSINESS RECORDS NEEDED

START THE REQUIRED COMPUTER PROGRAMS

OBTAIN THE CHECKLISTS IF NEEDED AND WORK ON THE JOB BY EACH TYPE OF ACTIVITY OR EVENT

OBTAIN THE STANDARD WORKPAPER FORMS NEEDED

LIST OF THE STANDARD FORMS AND W/P NEEDED

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OBTAIN THE DOCUMENTS FOR THIS JOB

PLACE BLANK FORMS IN THE CORRECT SEQUENCE

GENERAL & FOR ALL JOBS

Instructions for finalizing and completion - for example instructions for the mailing of forms to the IRS

Actions Checklist

Report Cover Letter

Required Documents and attachments

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DOING THE WORK

Forms and checklists

1. Mortgage Brokers Table of Contents

2. Realtor and Real Estate Table of Contents

3. FHA Form 1022

4. FHA 4501

5. HUD Form 1

6. Accomodation Request U

7. Documents/Real Estate/hud-1000.pdf

8. Documents/Real Estate/hud-1038-a.pdf

9. Documents/Real Estate/hud-1038-v.pdf

10. Documents/Real Estate/hud-1044-c.pdf

11. Documents/Real Estate/hud-1044-g.pdf

12. Documents/Real Estate/hud-11700.pdf

13. Documents/Real Estate/hud-11701.pdf

14. Documents/Real Estate/hud-11702.pdf

15. Documents/Real Estate/hud-11738.pdf

16. Documents/Real Estate/hud-1a.pdf

17. Things You Should Know

    1. Part 1

    2. Part 2

18. Documents/Real Estate/model_form_bylaws_42651x12.pdf

19. Documents/Real Estate/model_mgt_agreement_45801x26.pdf

20. Documents/Real Estate/multi_fam_analysis_40503x37.pdf

21. Documents/Real Estate/op_exp_analysis_45101x13.pdf

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How to use the forms

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PRINT ALL THE REQUIRED DOCUMENTS OR MAKE COPIES AS NEEDED

PRESENTATION STANDARDS

DETERMINE THE CORRECT PRESENTATION STANDARD TO USE

ENGAGEMENT LETTER AND DISCLAIMER

PRESENTATION IN GENERAL

WHAT THE ENGAGEMENT IS LIMITED TO

WHAT SERVICES WERE PERFORMED

HOW THIS HELPS & BENEFITS

4 WAY TEST APPLICATION

Is it the TRUTH

Is it FAIR

Will it build GOODWILL and BETTER FRIENDSHIPS

Will it be BENEFICIAL to all

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OVERVIEW THE WORK

BEFORE FINALIZING THE WORK PROCESS CONSIDER THE FOLLOWING

Compliance

Paying Bills or other events

The professional should perform functions the client does not have time for

The  professional should perform necessary functions the client staff does not have training for

Reduce Costs

Reduce Risks

Setting Goals or objectives

Setting methods for monitoring

Setting dates, methods & procedures for follow-up

Setting guidelines for defining when variances from the guideline warrant policy or procedure changes

Identify the policies or procedures that need to be changed to accomplish the goal or objective

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FINAL OVERVIEW BEFORE THE JOBS IS ENDED & CLOSED

LOOK AT THE ORIGINAL QUESTION - has it been answered, were more questions added?

THE ANSWER - limit the answer to a short paragraph of about 7 sentences.  Did this solve the issue?  The ANSWER is not considered the SOLUTION

THE SOLUTION - understand the objective or goal and restate it.  Were the goals met?  What might prevent obtaining the goals. Do the benefits outweigh the costs?  Reduce Costs?  Reduce Risks?  Setting Goals or objectives:

Setting methods for monitoring

Setting dates, methods & procedures for follow-up

Setting guidelines for defining when variances from the guideline warrant policy or procedure changes

Identify the policies or procedures that need to be changed to accomplish the goal or objective.  State Remedial Solutions and Preventive Solutions.

ACTIONS - checklist, calendar, columnar presentation showing separate columns for Client, CPA, Broker, Bookkeeper, Lawyer, Insurance Agent, etc.

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COST v. BENEFITS ANALYSIS

PROPOSAL

FACTS DISCOVERED & USED

COMPUTATIONS & REPORTS

TECHNICAL ANALYSIS WITH CITATIONS AND AUTHORITY

FORMS - agreements, contracts, trusts, tax forms, financial reports, management information reports, policies or procedures

REQUIRED ATTACHMENTS

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FINAL STEPS

Overview - look at the steps required and the steps performed.  Are there unusual items?  Are there exceptions or adverse results of the procedures performed?  Find resolutions for all unusual or adverse items.

Compliance - has compliance "substantially" been met.  That is no "material" adverse results?

Math Check

Proof and spell check

Theory & overview by someone not performing the procedures

Close the case and archive it.

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Tools - Spreadsheets - Documents - Checklists - Organizers

TOOLS
Spreadsheets & Math

Spreadsheets & Computations 

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Sample Agreements - Trusts - Etc.

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 Engagement Status Letter ~ WARNING!

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