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LedgerWorksOS is preparing the client onboarding flow assembling setup steps, document status, and first-cycle readiness.
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 4Signed engagement letter
The commercial scope and cadence have been acknowledged.
Collect registration documents
BIR certificate and prior-period references still need to be uploaded.
Confirm recurring monthly workflow
Lock in the bookkeeping handoff, close schedule, and approval rhythm.
Start the first managed cycle
Begin the first month with a clean client checklist and document vault.
Readiness and handoff
What the team should do next
This view should help the operator move from onboarding progress to documents and tasks without guessing which surface comes next.