Meet Sal, part 2: you decide
Sal does the clicking; the firm makes the decisions. At the month-end close Sal tells you where it stands, asks for your yes, and runs it. Nothing goes forward until you approve it.
Transcript
Dana So who decides?
Sal You do. I do the clicking; the firm makes the decisions.
Sal At the month-end close, I tell you where it stands, ask for your yes, and run it.
Sal Nothing goes forward until you approve it.
Sal I prepare. Your firm decides. Your client signs off on the Sundry Worksheet.