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04Months 1-3
Accounting Upgrade + Automation
Clean books. Automated invoices. BIR-ready by default.
In Progress
0%
Complete
Scope
Current process audit, tool recommendation, setup, and staff SOPs. Invoice automation, expense tracking, BIR alignment. 30-day health check in Month 3.
Juan Accounting confirmed. Go-live week of July 6, migrating from MYOB. Moving from comparison into implementation: setup, invoice automation, and staff SOPs.
Completed
- ✓Current accounting-process audit complete
- ✓Platform comparison published
- ✓BIR-compliance requirements mapped
- ✓Platform selected: Juan Accounting (first month paid, go-live week of July 6)
Up Next
- Juan Accounting setup and data migration from MYOB
- Invoice automation configuration
- Staff SOPs and training
- 30-day health check (Month 3)