Benali Ops / Paxus CPA

Paxus Workflow Maps

Draft · v0.1 pre-session

Preliminary maps built from Financial Cents templates, the onboarding checklist, and engagement transcripts. Each map opens as an interactive page; the PDF is the print version of the same map.

Mapping session question set

All 40 open questions across the five maps, grouped by workflow with phase anchors and answer lines.

Questions PDF
WORKFLOW MAPS
END TO END

Client Lifecycle Workflow

The full journey: acquisition, onboarding, cleanup, the recurring service loop, annual compliance, advisory, and offboarding. 7 phases, 15 open questions.

Open map PDF
RUNS ONCE PER CLIENT

Client Onboarding Workflow

Quote acceptance through kickoff: proposal and signature, Drive and Financial Cents setup, welcome packet, team handoff. 7 phases, 8 open questions.

Open map PDF
WEEKLY

Weekly Bookkeeping Workflow

Transaction intake, categorization and verification, escalation to the lead and client. 3 phases, 6 open questions.

Open map PDF
MONTHLY

Month-End Close Workflow

Statements and feeds, reconciliation and journal entries, reporting and the review handoff. 3 phases, 6 open questions.

Open map PDF
MONTHLY

Monthly Client Review Workflow

Internal review, the client narrative, portal delivery, and controller calls. 3 phases, 5 open questions.

Open map PDF