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First: Review the Glossary of Reports to determine which reports are to be included in the account analyses.
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Second: Sort the statements in date order.
Third: Prepare written instructions of the reports to be included in the analysis, the time period to be analyzed and any time constraints we should consider or other important issues regarding the account analysis. To perform a complete analysis, of the account, we will need the statement with the initial deposit into the account through the statement showing a zero value at the end of the account.
Fourth: Ship the package to ARC with an email notification to customerservice@arcmg.com advising that a set of statements with instructions has been sent and the shipping method.
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