Goals: Get a clear picture of your financial setup • Start digging into your QBO data • Prep for our first check‑in call

What I’m doing:

  • Reviewing your chart of accounts

  • Checking for inconsistencies and duplicate categories

  • Organizing the last 30–90 days of activity

  • Identifying cleanup needs (if any)

What you’ll do:

  • Book your first Monthly Check‑In Call (link your Acuity appointment)

  • Ask questions—I’ll send you a brief status update with any requests