Support From Our Accountant Contractor

Phillipa Greaves - Ynot Management

Email: phillippa@ynotmgmt.com

Phone: 021 0220 0191

Non-urgent Support:

1. The VA will send an email to Phillippa, cc-ing Brenna and/or Account Manager, with the subject line: [Client Name] - [brief description of what is needed]

2. Phillipa will call the VA back when she is available to assist

3. If Xero access is needed, the VA will send a direct message to Rochelle in Teamwork Chat requesting access. Once done the VA will ask Rochelle to remove this access

4. Phillipa will record her time and let the VA know how much time was used. The VA will then send a direct message to Brenna and/or Account Manager in Teamwork Chat with this information so it can be added to the client's timer in Harvest

Urgent Support:

1. The VA will call Phillippa. If she is busy, leave a message and she will return the call when she is free

2. If Xero access is needed, the VA will send a direct message to Rochelle in Teamwork Chat requesting access. Once done the VA will ask Rochelle to remove this access

3. Phillipa will record her time and let the VA know how much time was used. The VA will then send a direct message to Brenna and/or Account Manager in Teamwork Chat with this information so it can be added to the client's timer in Harvest