90% Discount on Clean Up / Set Up Projects

Unlock Massive Savings When You Choose the Platinum Daily Program

Overview 

The Platinum Program includes a 90% discount on the initial clean-up and/or set-up project when clients enroll in Daily Platinum ongoing services with a minimum 2-month commitment.

This feature is designed to significantly reduce the upfront cost of bringing your books into a clean, accurate, and operational state so that ongoing services can begin efficiently.

Core Purpose

The purpose of this feature is to:

• Lower the barrier to entry for high-quality accounting services

• Allow ABBL to properly set up or clean up your books before ongoing work begins

• Align onboarding investment with a longer-term service relationship

What the Clean-Up / Set-Up Project Includes

The initial project may include:

• Clean-up of existing accounting records

• Correction of prior transactions and balances

• Setup or restructuring of the chart of accounts

• Bank and credit card account setup and integration

• Configuration of systems and workflows (QuickBooks, HubDoc, etc.)

• Preparation of the accounting system for ongoing service

The scope of this project is defined in your initial proposal and onboarding agreement.

Discount Structure

• The initial clean-up / set-up project is discounted by 90%

• The remaining 10% is billed as part of onboarding

This discount is applied only when enrolling in the Platinum Program under the required commitment terms.

Minimum Commitment Requirement

To receive this discount, clients must:

• Enroll in Daily Platinum ongoing services

• Commit to a minimum of 2 consecutive months of service

This ensures that ABBL can recover the investment made during the heavily discounted onboarding process.

Early Termination Adjustment

If the client:

• Cancels services before completing the 2-month minimum commitment

Then:

• The discount may be reversed, and

• The remaining balance of the clean-up / set-up project may become due

This ensures fairness and prevents misuse of the discounted onboarding structure.

Important Scope Clarification

• The clean-up / set-up project is a one-time service, separate from ongoing monthly services

• Additional clean-up work identified after the initial scope may:

  • Require a revised quote, or

  • Be handled as an additional project

What Is Included

• 90% discount on the initial clean-up / set-up project

• Full onboarding and system preparation

• Transition into ongoing Platinum services

What Is NOT Included

• Unlimited or undefined clean-up work beyond the agreed scope

• Waiver of fees if the minimum commitment is not fulfilled

• Ongoing clean-up outside the initial project scope

Client Responsibilities

Clients are responsible for:

• Providing all necessary documentation during onboarding

• Participating in the setup process as needed

• Committing to the required 2-month Platinum service period

Internal Team Standard

Internally, ABBL is expected to:

• Deliver a clean, accurate, and properly structured accounting system

• Complete onboarding efficiently and thoroughly

• Prepare the client for successful ongoing service

Client Training Explanation / Key Takeaway

This feature allows you to get your books cleaned up and properly set up at a significantly reduced cost, making it easier to transition into a fully supported accounting system.

In exchange, you commit to at least 2 months of Platinum service, allowing ABBL to:

• Complete the work properly

• Stabilize your financial system

• Deliver ongoing value

This ensures a strong foundation for accurate reporting and long-term financial success.