Data organization & setup

Data organization & setup

I am a single member bookkeeping business and I provide customized services to small business. I am currently using Zoho books and I'm interested in using projects and/or crm to track client information, meetings, notes & time spent on tasks. I can't figure out the best way to set up the milestones/projects/tasks. For example should I set up projects as Weekly Bookkeeping and the milestones as the year "2019"? Should the tasks be Weekly Bookkeeping & the project be the client? I want to avoid setting it up incorrectly and creating more work later. 

Thanks, 
Christy


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