Select Allow Proj Closing checklist override for TM proj to allow users to close a Time and Materials project, even though the checklist of project closing requirements isn't complete. You also can require a password to limit user access. See Close projects on page 114 and Project closing chec...
From there, we connected our bank account, credit card, reconciled our books, and paid close attention to the UI and overall ease of use. We chose five criteria for scoring (one point for each): A guided setup process or automated checklist to help you get started A beginner-friendly an...
We know you are busy. So, we have developed highly automated systems that we use to quickly get the job done for you. However, we don’t just stop there. We go above and beyond automation and always have a team of certified public accountants (CPA) experts ready to provide you with ...
For example, here’s a snippet of the new accounting client onboarding checklist I asked ChatGPT to create for me: The key is to use the right prompts. ChatGPT is only as good as the prompts you provide, so it’s important to be specific about what output you’re looking for. If ...
notify installment closeout (node 33) link notify: budget approved and baseline (node 31) link notify: budget approved and baseline (node 32) link notify: budget approver not found link notify: budget baseline failed (node 24) link notify: budget failed verification rules link notify: budget ...
Randy Hall $250M+VC Funding Raised "I had a great experience working with Kruze Consulting when we raised Series A. They know what VCs need to see, and how to present a startup’s books and finances. If you are going to raise venture capital, you need experts like Kruze." ...
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Startups working in or with Web3/Web 3.0, NFTs, Distributed Finance, etc. need an additional piece of fintech infrastructure to process their accounting efficiently and correctly. Our review of theBest Crypto Accounting Softwareexplains what to look for, but the basic premise is that startups...
Free Month-End Close Checklist We’ve designed month-end close processes for some of the best startups in the game. Download Free Chart of accounts Template Our chart of accounts examples & templates for SaaS, eComm, and more! Download View All Resources BLOG Embracing Self-Reliance an...
Dear Client, Here's the single link where you can securely view lists, upload documents, communicate with us, and know what to do next. A checklist and visual dashboard will tell both of us what's complete and what remains. It keeps everything organized and allows our firm to give you...