Eco

Annual Entry LevelOn scope

Overview

Monthly revenue$225.00
Fiscal year endApril
Review cadenceAnnual

Contacts

3 people
  • Primary

Service brief

Xena is writing the brief…

Client Details

Related company name 1Green CanPump
Related company name 2N/a
Home office %N/a
Monthly review meetingsAnnual

Service Items

  • Does the client have review meeting cadence?AnnualIncludedFilled from Client Details.
  • Does the client use more than one currency?NoEntered on this record.
  • Does the client have intercompany loans?NoEntered on this record.
  • Does the client claim a home office?NoEntered on this record.
  • Do we pay bills on behalf of the client?NoFilled from Services workbook.
  • Do we create invoices on behalf of the client?NoFilled from Services workbook.
  • Does the client have payroll?NoFilled from Payroll workbook.
  • Does the client use classes in the books?NoEntered on this record.
  • Do we prepare the year-end package for the accountant?Not includedEntered on this record.
  • Do we prepare a cash flow package?Not includedEntered on this record.
  • Do we prepare a budget for the client?Not includedEntered on this record.
  • Do we prepare custom reports?Not includedEntered on this record.
  • Do we provide business consulting?Not includedEntered on this record.
  • Do we maintain the asset register?Not includedEntered on this record.
  • Does the client claim vehicle expenses?Not includedEntered on this record.

Notes

Prepaid accounts No Currency revaluation notes No

Tax & Deadlines

Banking

Bank accounts

3 accounts · 0 on QBO bank feed · 3 manual. Click an account for the full detail.

RBC CHQ
Bank•••• 2351——Manual entry
RBC CHQ
Bank•••• 3606——Manual entry
RBC VISA 2922 and
Card•••• 5005——Manual entry

Banking notes

No banking notes yet.

E-Commerce

Monthly COGS entry %No

E-Commerce Items

  • Does the client sell on Amazon?NoFilled from Platforms used.
  • Does the client use more than one currency?NoFilled from Client Details.
  • Do we provide the inventory package?NoEntered on this record.
  • Is all inventory tracked through Amazon only?NoEntered on this record.
  • Is all inventory tracked through Shopify only?NoEntered on this record.
  • Does the client send a monthly inventory value?NoEntered on this record.
  • Is COGS sent from A2X?NoEntered on this record.
  • Does the client give away Shopify gift cards?NoEntered on this record.
  • Does the client have e-comm sites withholding tax?NoEntered on this record.

E-commerce notes

Inventory tracking method No E-commerce additional tasks No

Payroll

No payroll for this client being serviced

Set Client has payroll to Yes when you start servicing payroll.

Apps

0 apps·0 billed to XENA AI·0 without access

No apps tracked yet. Add the marketplaces, accounting, receipts, and payment apps this client runs on.

Apps notes

No app notes yet.

Reports

0 linked reports·87 without a link·opens in QuickBooks

QBO custom reports

Links already on this client's workbook

SharePoint client folderClient file

No report links yet. Open a custom report in QuickBooks, copy the URL, and paste it against the report here.

Other details

Kind
ManualReport Name

Reports notes

No report notes yet.

Operating notes

How this client is handled — special rules, currency and payroll quirks, and the team's running memos.

Primary operating instructions

Processing rules, currency notes, cut-offs, owner preferences. Read this first.

Auto-saves to the workbook

Section rules & exceptions

Pulled from the workbook

1 of 4 sections have notes

Payroll processing

N/a

No notes yet:

Team memos

Nothing logged yet

Call outcomes, approvals, and handoffs land here — dated and attributed.

Coverage

1 of 5
  • Primary instructions
  • Payroll processing
  • Banking & feeds
  • E-commerce & stores
  • Tax compliance & filing

Section notes are edited at their source in the Workbook and mirrored here.