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  1. Last 7 days
    1. 4First close health‑check (bank rec %, VAT control)5Monthly rhythm: reconcile, review, report, file

      i think both points dosent make sense. it should be monthly checks which includes reconciliation, review, reports and filings with suggestions (if possible)

    2. Optional sales invoice creation & sending

      this is where the most of the work lies in , if its 4-8 invoices in a month wont be a problem at all but if you have 4-5 invoices to create in a week it takes easily on an average 10mins for each invoice to check the information, create invoices, draft and send an email to client.

    3. VAT preparation & MTD filing

      if we are using the software and if the bookkeeping is done by client itself, we dont really prepare VAT . We Just review the VAT reports and file the return using MTD approved software.

    4. QuickBooks setup + starter templates

      i think we should mention accounting software instead of publishing QB , incase if we found any cheaper options in our course of business