CloseReady OS · Free guide
Gathering CSVs and statements before you’ve priced the job is how quotes stall. Split the ask.
Entity type, systems, # of accounts, payroll yes/no, last close date, and either last 3 statements or confirmation you’ll get pull/read-only access at kickoff.
Account inventory, access setup call, folder map, and a phased monthly ask — not twelve items on day one.