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Thread: Financial Statements

  1. #1
    CPAFMA Member
    Join Date
    May 2012
    Location
    Troy Michigan
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    7

    Financial Statements

    I am curious how other firms mail their financial statements to clients. We use a binding machine to attach our typed pages to our company's personalized cover pages. We then use Tyvek envelopes to mail them to clients. The issue we are having is when there is a large quantity of copies being mailed the envelopes get damaged. Through the delivery by the post office, the envelopes end up getting smashed and sometimes the actual financial statements within the envelopes get damaged as well. We are trying to come up with ideas for mailing that will ensure undamaged documents for the client. We are even considering putting them in boxes. I appreciate any feedback on what other firms use. Thank you.

  2. #2
    CPAFMA Member Samantha Rice's Avatar
    Join Date
    Nov 2014
    Location
    Midland
    Posts
    147
    We purchase the priority mail flat rate boxes from the USPS store online and keep them at our office when we need them for shipping the larger items to clients. What is nice is that there is no need to weigh for postage (it has actually been a cost saver) and the mail is tracked with a guaranteed shipping within 1-3 business days; However, our shipment to Hawaii did not make it in that time frame of course!
    Samantha Rice, Firm Administrator
    McMahan, Thomson & Associates CPA

    samantha@mtacpa.com

  3. #3
    CPAFMA Member Kristine Latchaw's Avatar
    Join Date
    Dec 2015
    Location
    Lansing, MI
    Posts
    101
    We also use boxes (not prepaid). Of course, we are trying to print less and less so we do have a few of our niche industries that there is no printing!

  4. #4
    CPAFMA Member
    Join Date
    Nov 2012
    Location
    Elgin, IL
    Posts
    73
    We apply all methods to mailings; Tyvek for assemblies of financials and tax returns, USPS shipping boxes, flat boxes that we purchase from office supplies for larger assemblies and pdf for those that agree. We have not had any problem with the Tyvek envelopes being destroyed but we do have numerous sizes to choose from.

  5. #5
    CPAFMA Member
    Join Date
    Oct 2015
    Location
    Michigan
    Posts
    87
    We typically do not mail out financial statements to clients. Our Partners prefer to meet with the client or deliver to the client. If we do end up mailing financials, we use USPS flat rate boxes as we were told by the Post Office that the binding combs cause problems going through their machines when they are in envelopes. We've never had problems with Tyvek envelopes for our tax returns (that we assemble in tax folders folders).

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