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Overview

Cleanup, tax, setup, and advisory work is usually fixed-scope or milestone-based. Newie gives that engagement a payment link, agreed terms, receipt, and customer record without forcing it into a subscription.

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Before the Firm Starts Work

Fixed-scope accounting work can become messy if the client does not supply documents, software access, or approvals on time. Use Newie to collect payment and document the commercial terms before work begins. For cleanup and advisory projects, use a project payment first. Once the project is accepted and the future scope is clear, sell the monthly subscription.

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Common Setup

  1. Create a One-Off Purchase for fixed-scope jobs paid upfront
  2. Create an Instalment Plan when a larger fixed total should be split across scheduled payments
  3. Create one-off purchases for deposits, project fees, tax jobs, cleanup jobs, or final balances where each needs its own link or reporting
  4. Add Terms of Service for scope, documents required, client responsibilities, deadlines, refund rules, and what happens if information is missing
  5. Add a Welcome Email with document checklists, upload links, portal links, software access instructions, forms, and next steps
  6. If the project becomes ongoing work, sell a monthly subscription package after the project is accepted

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Project Sale Flow

1

Client requests help

The client needs cleanup, tax work, setup, migration, advisory, or another fixed-scope project.
2

Scope the job

Confirm the work, documents required, price, delivery expectations, and whether the client pays upfront or over time.
3

Send checkout

Use a One-Off Purchase for upfront payment or an Instalment Plan for scheduled payments over a fixed total.
4

Client agrees and pays

Terms of Service can capture scope, deadlines, client responsibilities, and payment expectations before checkout.
5

Newie sends next steps

The Welcome Email can include document upload links, software access instructions, forms, and expected timelines.
6

Start once payment and access are ready

You can wait until payment, agreement, documents, and software access are in place before beginning the project.

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Project Scope to Define

  • Which periods, entities, accounts, or returns are included
  • Which documents, access permissions, or files the client must provide
  • Whether the project starts only after payment and documents are received
  • What happens if the client supplies incomplete information
  • Whether advisory calls, review meetings, or follow-up changes are included
  • Whether the work moves into a monthly package after cleanup

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Useful Service Examples

Last updated: 2026-06-26