Welcome, Patricia! 👋
Meet the Team You'll Work With Daily
You'll meet everyone in the daily 1-hour huddle. Here's who's who and how you fit in together.
The 5 Core Commitments — How We Do Things at KelliWorks
These aren't restrictions — they're the habits that make you great at this role. Own them from Day 1.
Be the client's voice — own the inbox
Clients hired KelliWorks because they trust us. Reply within 2 hours, even if it's just "Got it — I'm on this." Put yourself in their shoes every time. Explain everything clearly. Assume they don't know what we know.
Asana is your compass — use it daily
Your tasks live in Asana. Check your My Tasks every morning and update immediately after every huddle. If something is blocking your core work, say so — don't let it snowball. When your tasks are clear, the whole team stays on track.
Draft → Share → Send (for anything sensitive)
For payroll runs, IRS/state notices, and any response you're unsure about — draft it first, drop it in Slack for Kelli's eyes, then send. This is how we protect the client and each other. It's not about asking permission — it's about doing it right.
Leave a clean trail — always
Every reconciliation adjustment, every change, every note — document it in QBO and Asana. Clean books and clear notes are your signature. When in doubt, over-document. This is how we catch mistakes before they become problems.
We move together — communicate early and often
You're part of a team. Slack Kelli when you're unsure — over-communication is always welcome here, never wrong. Share updates, flag blockers, and ask questions freely. Talk things through with the team before going solo on something new. The team wins together.
🌟 Monday, April 14
1A — Welcome to KelliWorks
✓ DoneBefore anything else, watch these two videos to understand where KelliWorks came from and exactly what we do for our clients every day.
❓ Questions about Welcome & Orientation? Slack Kelli with subject: "Welcome Question"
1B — Client Roster Review (Live with Kelli)
✓ DoneKelli will walk you through all active clients live during your Day 1 call. Tim will also be in the huddle — he manages the Asana boards and can help you navigate them afterward.
❓ Client Roster questions → Slack Kelli: "Client Roster Question"
1C — Managing Email & Client Communication
✓ DoneEmail is your primary client-facing tool. Your standard is a 2-hour response window during business hours. Learn the inbox setup before anything else — this is how KelliWorks communicates with every client.
| Email Address | Used For | Your Role |
|---|---|---|
| service@kelliworks.com | Payroll requests, A/R invoices, A/P bills, sales tax reports | ✅ Forwarded to you + merged into your mailbox. This is your primary inbox — own it. |
| reports@kelliworks.com | Reporting requests, transaction topics, allocation inquiries | ✅ Merged into your mailbox. You monitor and respond — surface anything complex to Kelli. |
| sales@kelliworks.com | New client onboarding, account structure changes | 👀 Awareness only — Kelli handles. Flag anything urgent via Slack. |
| taxes@kelliworks.com | Tax preparation & tax client concerns | 🚨 Tax clients only — always bring to Kelli. Draft first, never respond alone. |
| kelli@kelliworks.com | Urgent needs, direct client escalations | 🚨 Kelli's direct line — forward urgent items here with a Slack heads-up. |
KelliWorks tone is: professional, warm, structured, solutions-focused, and transparent. Always sign off with KelliWorks, so you don't have to.
❓ Email questions → Slack Kelli: "Email Question"
1D — Tech Stack Setup
✓ DoneAll four core tools must be open in separate tabs by 9:00 AM EST every morning. Get set up today.
| Tool | Purpose | Open Daily? |
|---|---|---|
| Gmail | Primary client communication | ✅ Yes — first |
| Slack | Internal team — message Kelli here, not email | ✅ Yes |
| Asana | Project mgmt — each client = a project in Master Client List KW | ✅ Yes |
| QuickBooks Online | All accounting work | ✅ Yes |
| Everhour | Time tracking inside Asana tasks | ✅ Yes |
❓ Tech setup questions → Slack Kelli: "Tech Setup Question"
1E — Document Sharing & Notes Protocol
✓ DoneEverything at KelliWorks has a home. Files, notes, and client documents all go through the right channel — never emailed as loose attachments, never stored only on your device.
| What | Where It Lives | How to Share |
|---|---|---|
| Client Documents Tax docs, statements, reports |
Client's Asana project or designated folder | Drop link into Asana task or Slack message to Kelli |
| Your Notes Call notes, follow-up reminders |
Asana task comments (attached to the relevant task) | Type directly in the task comment — tag Kelli if urgent |
| Training Progress This site's checklist data |
Export as JSON → save to your device; share file with Kelli on request | Use the Export Progress button in the top save bar |
| Questions / Blockers Something feels off or unclear |
Slack DM to Kelli — subject line style: "Client X — Question" | Keep it concise: what you tried, what's unclear, what you need |
| Sensitive Files Tax returns, ID docs, financials |
Kelli will provide secure share link for each client | Never send via regular email — always ask Kelli for the share link first |
Saving Your Notes During Training Week
Every module on this site has a notes box at the bottom. Use it — write down anything that surprises you, questions you want to ask Kelli, or things you want to remember. When you're done for the day:
- Click Export Progress (top of page) to download your checklist + notes as a JSON file
- Name it something like
KW_Training_Mon_April14.json - Save it somewhere you'll find it (Desktop or Downloads)
- Start each new session by clicking Import Progress to pick up exactly where you left off
📁 Questions about where something should go? → Slack Kelli: "File/Docs Question"
💬 Tuesday, April 15
2A — Outreach & Client Check-Ins
✓ DoneToday focuses on the outreach workflows you'll own: proactive client check-ins, following up on past-due items, and delivering financial updates professionally.
❓ Outreach questions → Slack Kelli: "Outreach Question"
2B — Escalation Guide
✓ DoneReview the full escalation guide with Kelli during today's team meeting. Know exactly when to handle it vs. when to call Kelli in.
- Invoice status, payment, or billing history
- Request for prior report or document
- Routine reconciliation / bookkeeping questions
- Scheduling, meeting requests, document submissions
- Following up on past-due invoices
- Any IRS notice, state tax notice, or gov't correspondence
- Client threatening to leave or seriously dissatisfied
- Any request for tax advice or financial guidance
- Payroll errors already submitted and processed
- Legal questions or anything involving an attorney
- Anything you're unsure about — err on escalating
❓ Escalation questions → Slack Kelli: "Escalation Question"
📊 Wednesday, April 16
3A — QuickBooks Online Overview
✓ DoneQBO is the backbone of all accounting work at KelliWorks. Every client has their own QBO file.
3B — Invoicing & Billing Support
✓ Done3C — Bookkeeping & Reconciliation
✓ Done❓ QBO questions → Slack Kelli: "QBO Question"
💰 Thursday, April 17
4A — Payroll Processing
✓ Done❓ Payroll questions → Slack Kelli: "Payroll Question"
🏛️ Friday, April 18
5A — State Inquiries & Sales Tax Filing
✓ Done5B — Tax Client Management
✓ DoneSupport Kelli on tax client management including document collection, email support, and working alongside Jay on status and billing.
❓ State filing / tax questions → Slack Kelli: "State Filing Question"
5C — Week 1 Wrap-Up Call with Kelli
✓ DoneThis afternoon debrief with Kelli closes out your first week. Be ready to share what you've learned, what's still unclear, and what you want more depth on in Week 2.