Review service option, billing schedule, and monthly due dates
Complete and sign all client agreements and authorization forms
Asses and organize all financial documents, bills, subscriptions, utilities, etc.
Create secure client folders and client profile set-up
Develop a personalized monthly budget with flexible spending guidance
Establish monthly autopay and secure retainer payment
Review service option, billing schedule, and monthly due dates
Complete and sign all client agreements and authorization forms
Asses and organize all financial documents, bills, subscriptions, utilities, etc.
Create secure client folders and client profile set-up
Develop a personalized monthly budget with flexible spending guidance
Establish monthly autopay and secure retainer payment
