QBO Remediation File Spreadsheet Workflow
$250.00
Mapping out the key tasks and communications for a catch-up or clean-up of QBO files is hard! This multi-tab spreadsheet makes it easier to capture all the steps and stages of doing the work in hot mess files. There are multiple tabs to keep you organized, including the overall task list, client info requests and notes, reporting and closing, statement and GL verification, and templated communication copy.