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Everything you need to go from signup to your first client-ready report
- A week-by-week onboarding path for your first month
- A step-by-step first diagnostic walkthrough
- How to read the Books Health Score and risk register
- A framework to turn findings into scope and price
- A 30-60-90 day plan for founding firms
- Client email, internal SOP and feedback log templates
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From Signup to a Client-Ready Report
Onboarding Path & First Report
A week-by-week plan and a step-by-step walkthrough for running your first QuickBooks diagnostic.
Score, Scope & Pricing
How to read the Books Health Score and risk register, and turn findings into a priced engagement.
Founding Perks & 30-60-90 Plan
How to use founder pricing, unlimited reports and the feedback line, plus a plan for your first 90 days.