LedgerWorksOS

Onboarding Progress

Alyssa Mendoza setup sequence

This sequence is intentionally concrete: finish onboarding, finish documents, then stabilize the recurring service cycle.

Client onboarding progress

Step 2 of 4

The commercial scope and cadence have been acknowledged.

BIR certificate and prior-period references still need to be uploaded.

Lock in the bookkeeping handoff, close schedule, and approval rhythm.

Begin the first month with a clean client checklist and document vault.

Readiness and handoff

This view should help the operator move from onboarding progress to documents and tasks without guessing which surface comes next.