Week 1
Access and procedures
We learn how your books run today
You create a user in your own QuickBooks or Xero and switch it off whenever you like. We read the last few months of closes, write down how your books actually run (not how they are supposed to), and list the tasks from your own job posting one by one. You get that list back with a mark against each one: done by software from day one, done by the person, or not ours.
- · A user you create, in your software
- · Your own posting, task by task
- · Nothing changes in your books this week