Qureshi Consulting
How it works

Four steps, and you own everything at the end

I set up your tools in your name. I work through my own limited login. At hand-off, you get a full list of your accounts, and I remove my access.

The steps

Checkup, plan, build, hand-off

Press play to watch the steps, or pick a step to read it.

Step 1 of 4

  1. Checkup

    Free - 30 minutes

    We talk on a video call about how clients book, how you get paid, and where your books stand. I do not ask for any passwords.

    • We look at your current tools
    • We find what costs you the most time
    • You get your top 3 fixes in writing
    • You owe nothing

  2. Plan

    Within 1 business day

    I send a short written plan. It names the one package that fits, with a fixed price and a fixed scope.

    • A list of what is included
    • A list of what is not included
    • A delivery date
    • You decide with no pressure

  3. Build

    1 to 4 weeks

    You create each account in your own name. I get my own login with limited access. Then I set up and connect each tool.

    • Bills go on your card
    • Two-step login goes on your phone
    • I test each step with a small test payment
    • I check every number against the bank

  4. Hand-off

    You own everything

    We walk through the system together. You get an Account Register, short guides, and a recorded training. Then I remove my access.

    • You log in to each tool alone
    • Guides and recordings sit in your Drive
    • I confirm in writing that my access is gone
    • The optional Care Plan keeps it running

Checkup

The ownership promise

Your business, your accounts, your data

Some owners find out too late that a helper owns their domain or their payment account. That never happens here. These rules go into every written agreement.

  1. You own every accountEach account uses a business email that you control. This covers the domain, email, website, payments, and books.
  2. You pay every billSoftware bills go on your own card. I never hold your money.
  3. You hold the top roleYou are the Owner or Primary Admin in each tool.
  4. I use my own loginYou invite me as a user with limited access. I never use your password.
  5. Two-step login goes on your phoneRecovery codes go in your own password manager, not mine.
  6. Your files stay with youGuides, recordings, and plans go into your own Google Drive.
  7. I leave in writingAt hand-off, I remove my access and confirm it by email. Care Plan clients keep me on a lower role.
You hold the owner role in each tool with solid links. Farris has dashed, limited links that end at hand-off. YouOwner of everything Domain and DNS Email and files Website and booking Square or Stripe QuickBooks or Wave FarrisLimited login Yours: top role, your login, your card Mine: my own limited login, removed at hand-off
Solid lines are yours and stay. Dashed lines are mine and end at hand-off.
At hand-off

The Account Register

Every package ends with an Account Register in your Drive. It lists each tool, the login email, who holds the top role, the cost, the renewal date, and who has access. It never lists passwords. Here is a sample with made-up values.

Sample Account Register. The business and values are examples only.
ToolLogin emailTop roleCostRenewsOther access
Domain (Cloudflare)owner@examplestudio.comYouAbout $11 per yearMarchNone
Google Workspaceowner@examplestudio.comYou$7 per user per monthMonthlyNone
Squareowner@examplestudio.comYouCard fees onlyNoneFront desk (limited)
QuickBooks Onlineowner@examplestudio.comYouPer Intuit priceMonthlyYour CPA (accountant user)
Booking pageowner@examplestudio.comYouFree planNoneNone

The hand-off checklist

  1. You log in to each tool aloneYou confirm that you hold the top role.
  2. You confirm each bill is on your cardNo bill runs through me.
  3. We walk through the register and guidesYou know where each thing lives and how to use it.
  4. I remove my accessOr I move to a lower role if you join the Care Plan.
  5. I send a written hand-off emailIt links to every document, guide, and recording.

Step 1 is free

Book a 30-minute Back Office Checkup. You get your top 3 fixes in writing within 1 business day.

Book the free Checkup See packages and prices