JOIN THE WAITLISTFINANCE & COMPLIANCE
Protect the margin.
Prove the process.
Keep commercial terms, approvals, obligations and supporting evidence connected from signed agreement through every client change and review.
CLIENT CONTROL RECORDAcme Manufacturing Ltd
2 ITEMS OPENFee exception approvedFinance · September 18
RECORDEDSigned service amendmentClient confirmation still needed
OPENQuarterly evidence package2 required documents outstanding
DUE OCT 9
BO BRINGS INTO VIEWThe economics are approved. The amendment and two supporting documents remain open.
01Promise02Record03Approve04Perform05Evidence06Review07Prove
THE OPERATING RECORD BEHIND THE BUSINESS
Finance protects the economics.
Compliance protects the permission to operate.
Bold keeps what the PEO promised, approved and must prove connected around the accounting, banking, payroll and filing systems that remain authoritative.
01
THE COMMERCIAL TRUTH
What you sold should be what you serve.
Carry the accepted quote, service package, pricing assumptions, exceptions and signed agreement into one readable client record.
- Preserve final services, rates and effective dates
- Keep exceptions and approvals with the deal
- Connect agreements and supporting documents
- Give Finance and Service the same starting point
ACTIVE COMMERCIAL RECORDAcme Manufacturing Ltd
EFFECTIVE JAN 1, 2027ACCEPTED ANNUAL VALUE$150,000Quote v3 · Signed April 29, 2026
PEO100 EMPLOYEES3 STATES
Payroll & TaxBiweekly payroll · Tax administration
$82,500HR & BenefitsDedicated HR · Benefits support
$45,000Risk & Workers’ CompApproved classifications · Margin protected
$22,500EXCEPTION WORKFLOW · EX-00142Administration fee adjustment
IN PROGRESSCLIENTAcme Manufacturing
REQUESTED CHANGE-$18 per employee
PROJECTED MARGIN14.2%
Capture request and supporting reasonSales · Completed September 16
COMPLETEReview financial impactFinance · Within approved floor
APPROVEDObtain signed service amendmentClient · Sent September 19
WAITINGConfirm change with service teamUnlocks after signature
LOCKED02
CONTROLLED CHANGE
Every exception needs a reason.
Turn fee adjustments, service changes and contract amendments into accountable workflows with supporting information, required approvals and a complete decision history.
- Capture the request and business rationale
- Route work to the right reviewers
- Require approvals and supporting documents
- Preserve the decision and client communication
03
REQUIREMENTS & EVIDENCE
Due is not the same as done.
Keep recurring requirements, owners, dates, documents and review steps in view. Bold records the work your team maintains without independently determining legal compliance.
- Schedule recurring reviews and renewals
- Collect required information and documents
- Assign professional review and approval
- Preserve the evidence package and history
REQUIREMENTS CALENDAROctober 2026
3 DUECLIENT CONTROLFee exception confirmationOwner · Finance
APPROVAL RECORDEDEVIDENCE REVIEWQuarterly control package2 of 4 documents attached
EVIDENCE NEEDEDCLIENT REVIEWCommercial terms reviewOwner · Client Service
SCHEDULEDENTITY REVIEWState registration checkOwner · Compliance
NOT STARTEDASK BO · FINANCE & COMPLIANCEWhat could cost us, surprise us or fail review?
BO’S SUMMARYThe economics remain approved, but the record is not complete.
The fee exception is within policy. The signed amendment and client confirmation are still missing, and both are required for the October 9 evidence review.
ACCEPTED QUOTEAPPROVAL HISTORY2 MISSING RECORDS
04
YOUR COUNCIL OF PEO EXPERTS
Are the economics, obligations
and evidence aligned?
The Council brings Finance, Compliance, Sales, Service, Payroll and Risk into one review while accountable professionals retain authority over every financial and compliance decision.
CONTROL REVIEWECONOMICS SOUND · RECORD INCOMPLETE
The approved terms remain intact. Complete the amendment and attach the client confirmation before closing the change.
MARGIN · WITHIN POLICY2 RECORDS OPEN
The approved fee exception preserves the target economics.
The approval is recorded, but the signed amendment is still missing.
The final quote and service package match the commercial record.
Sarah expects confirmation before the quarterly review.
Transaction and filing records remain in their source systems.
The workers’ compensation margin remains at the approved floor.
READY WHEN SOMEONE ASKS
The decision is only half the story.
Keep what proves it.
Bold preserves the terms, rationale, approvals, evidence and follow-through so the next review starts with an established record.
THE CONTROL STORY STAYS CONNECTED
✓Accepted quote and commercial terms
✓Exceptions and business rationale
✓Approvals and accountable owners
✓Requirements and evidence packages
✓Client communication and decision history
OPEN THE CONTROL RECORD ↗FINANCE & COMPLIANCE WITH BOLD
Stay profitable. Stay prepared.
Commercial truth preservedEvery exception explainedApprovals in viewEvidence readyProfessional authority protected
JOIN THE WAITLIST ↗