One proposal is waiting for your decision.

Version 2 of Month-end management reporting pack, partner dashboards and quarterly board pack automation for all Harbour & Co entities is open until Sat 17 Oct.

Month-end management reporting pack, partner dashboards and quarterly board pack automation for all Harbour & Co entities
PRP-H3XW5N · Version 2 of 2 · Open until 17 OctWe build and run your month-end management reporting: Xero and Karbon data pulled for every client entity, reconciled against last month, checked for anomalies, assembled into partner-ready PDF packs with commentary placeholders, and filed back into each client's Karbon work item with a review task for the responsible partner.
Open
$1,450.00/mo + GST
Sent 26 Sep
Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients
PRP-7Q2K4M · Version 1Engagement letters, document requests and Karbon filing for every new client.
Accepted
$1,650.00/mo + GST
Sent 6 Aug
BAS preparation checklist
PRP-B6RT2D · Version 1A one-off build of a BAS preparation checklist that runs from Xero data.
Expired
$2,400.00 + GST
Sent 10 Jul