The CLIENT WELCOME GUIDE
Rhythm & Ledger
Welcome to your official Rhythm & Ledger client portal! Here's what to expect, the links you'll need, and our best tips to get the most out of your project / this course / collaboration.
Hey, Stephanie
WELCOME to RHYTHM & LEDGER
We're so glad you're here. This page is your central hub for everything you need to know about your upcoming session / this course / whatever it is you're using it to onboard clients to.
XO,
STEPHANIE
QUICK LINKS
Client Portal
Google Workspace
Get in Touch
This is where invoices, payments, and project details are managed inside HoneyBook.
Your folder in Google Drive for financial files, shared resources, and document uploads.
Reach out via email anytime for questions, updates, or quick clarifications about your finances.
THE NEXT STEPS:
Grant Access
Provide access to your financial tools so everything runs smoothly behind the scenes.
Complete Questionnaire
Share a few key details about your business finances so we have a clear starting point.
Schedule Strategy Session
Book our first session to review your numbers and begin your Financial Reset.
Connection
Clear communication helps our work stay focused, supportive, and aligned throughout our time working together.
Office hours are Monday, Tuesday, and Thursday from 9am–4pm, and you can expect responses within that window.
For deeper conversations, we’ll use scheduled strategy sessions so you receive focused, thoughtful support.
Communication Guidelines:
Structured communication keeps questions clear and our work aligned.
Continuity
Consistent payment keeps your financial support moving smoothly throughout our work together.
payment schedule:
Staying current ensures your financial oversight continue without interruption.
Your monthly investment is billed at the start of each month, which allows your bookkeeping and financial oversight to continue smoothly and without interruption.
If payment is more than five days past due, work pauses until the account is current.
Structure
Clear structure allows our work to stay organized, effective, and aligned with your goals.
Our work is built on steady financial guidance within the scope of your agreement.
Implementation tasks (like setting up accounts or tools) remain your responsibility, and any additional needs can always be discussed.
policies & Expectations:
Defined roles help us focus on the right financial priorities and maintain steady progress.
