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This project is considered a 'spec work'. That's a speculative project which was not commissioned by the client.
I came across this website as I browsed for BNI chapter members in California. I admire the work of the bookkeeper in helping professionals and small businesses take charge of their financial records. The tagline, "turn your blues into green" is very apt. I took upon myself to help Perennial Bookkeeping Services. I sent the file over earlier today which the owner may use for free.