You work for ABC financial management. Your client is XYZ company. The CEO contacts you directly on the 1st July, thanking you for the satisfaction of current objectives in line with the financial plan. Current objectives are reporting annual financial reports including preparing the BAS.

The client asks that this now ceases as the finance officer will take over the duties. The client asks that you prepare a manual to assist the finance officer in their new duties. The client also asks that you now assist with preparing for and recording monthly governance board meetings.

Prepare a quarterly financial management questionnaire for the current quarter to show the current and proposed new objectives as if they had been discovered as a result of the quarterly questionnaire process.

Prepare a file note to properly record the main points of your phone call with the CEO.