Service
Personal Onboarding
A guided session to understand how the business earns, spends, bills, stores records, and prepares for important deadlines.
We walk through how your business actually operates and translate that into a workspace structure before anything is configured.
What you provide
- A description of how the business earns and spends
- Examples of current records
- Your priorities for the first month
What the service includes
- Guided onboarding session
- Structure recommendation
- Written setup plan
Outside scope
- Accounting, tax, legal, or financial advice
- Filing of any kind