Service
Workspace Configuration
Set up relevant financial categories, clients, document structures, recurring tasks, and operational views.
Your workspace is configured with the categories, clients or properties, and views that match the way you work.
What you provide
- Client, property, or revenue-stream list
- Preferred categories, if you have them
What the service includes
- Category configuration
- Client or property setup
- Document structure
- Operational views
Outside scope
- Historic bookkeeping corrections
- Professional review of your figures