"Assign payment-changeover responsibilities before launch day"
"Source","https://bluefinchadvisors.com/blog/shop-payment-changeover-responsibility-handoff"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Workstream","Responsible role","Required approval","Readiness evidence","Pending dependency","Escalation route","Missing required fields"
"Invoice/payment matching","Office manager","Owner accepts workflow","Approved test reconciled","Final connection confirmation","Advisor support route","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"Stripe: payout reconciliation report","https://docs.stripe.com/reports/payout-reconciliation"
"FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"