Keep accounting planning updated when FY25 proposals accepted
Keep accounting planning updated when FY25 proposals accepted
Tax consultants miss accepted FY25 proposals in email, causing planning gaps that harm resourcing and fiscal forecasting. It marks your planning sheet so owners and ops have current records.
Overview
Missed accepted proposals create blind spots in fiscal forecasting and put resourcing at risk for small accounting firms. This workflow marks accepted FY25 proposals in your New Year Planning sheet so operations and the business owner work from the same, up-to-date records. That eliminates missed entries, preserves an audit trail, and makes resourcing decisions straightforward.
Notable Features
- Mark FY25 proposal as accepted
- Find client row in spreadsheet
- Notify operations and business owner