GOALS

Set your monthly rhythm • Finalize categorization rules • Smooth out any hiccups

WHAT WE’LL COVER

  • Customize QuickBooks Rules for recurring transactions

  • Lock in your monthly bookkeeping schedule and review cadence

  • Send your Quarterly Tax Estimate Tracker (if applicable)

  • Continue uploading invoices/receipts as needed (we’ll confirm the workflow: email‑to‑QBO, app, or shared drive)