Financial Services Decision Outcomes

Service Decision Outcomes

• There are 9 service decision outcomes that require different actions based on the assessment results.

Customer Scoping Criteria

• If customer does not meet scoping criteria for FSB, follow OOS Guidance.
• If customer does not meet scoping criteria for FSB but customer remediation is possible, follow OOS But Addressable Guidance.

Engagement and Expert Cleanup

• If customer does not require major adjustments, engagement remains with preparing expert, following the E2E Guide.
• If customer requires QuickBooks Live Expert Cleanup, follow Transition to QuickBooks Live Expert Cleanup Guidance.
• If customer requires Tax Ready Prep, follow Transition to Tax Ready Prep Guidance.

Major Adjustments and Exceptions

• If customer requires major adjustments but is OOS for QuickBooks Live Expert Cleanup, follow OOS for QuickBooks Live Expert Cleanup Guidance.
• If customer requires major adjustments but is OOS for Tax Ready Prep, follow OOS for Tax Ready Prep Guidance.
• If customer requires major adjustments but is subscribed to QB Live Monthly Bookkeeping, follow Transition to DIWM or DIFM Bookkeeping Guidance.
• If customer requires major adjustments and has already completed QuickBooks Live Expert Cleanup, follow Transition Guidance.

This quiz guides users through 9 service decision outcomes, providing next steps based on the assessment result. It covers scenarios where customers meet or don't meet scoping criteria for FSB, and corresponding actions to take.