- Month-end close takes two days
- Orders come in by email and text
- Runs on QuickBooks, Gmail and Square
- Wants fewer late nights
- What we heard
- Three phases, in order
- Deliverables for each phase
- Your OK before each one
- QuickBooks connected
- Order inbox sorted daily
- Month-end close skill
- Team trained on the live system
- Monthly plan
- The close runs every month-end
- Next up: a wholesale order page
- A check-in every two weeks

Wheelbase