Client
Santos Trading
Service line
Bookkeeping and filing support
Target
This week
Value
PHP 18,000
Lifecycle
Engagement Lifecycle
Scope, delivery, review, and closeout stay connected in one controlled client-work sequence.
Step 1
Draft
Step 2
Delivery
Step 3
Review
Step 4
Closeout
Milestones
Delivery Milestones
Milestones keep scope, documents, deadlines, and review work connected to one client commitment.
Confirm missing purchase invoices
Today
Prepare review file
Tomorrow
Reviewer sign-off
This week
Review Control
Review Checkpoints
Review checkpoints define who must approve the work before client reliance or closeout.
Scope and assumptions
Needs reviewOwner: Owner CPA
Working paper review
PendingOwner: Reviewer
Client delivery approval
PendingOwner: Owner CPA