diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md
index b261cdea27..d10dfd6657 100644
--- a/handbook/business-operations/README.md
+++ b/handbook/business-operations/README.md
@@ -181,7 +181,9 @@ No later than the second month of every quarter, we check [Delaware divison of c
 ### Check finances for quirks
 Every quarter, we check Quickbooks Online (QBO) for discrepancies and follow up on quirks.
 - Check to make sure [bookkeeping quirks](https://docs.google.com/spreadsheets/d/1nuUPMZb1z_lrbaQEcgjnxppnYv_GWOTTo4FMqLOlsWg/edit?usp=sharing) are all accounted for and resolved or in progress toward resolution.
-- Check balance sheet and profit and loss statements (P&Ls) in QBO against the [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
+- Check balance sheet and profit and loss statements (P&Ls) in QBO against the latest [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
+- Reach out to Pilot with any differences or quirks, and ask them to resolve/provide clarity.  This often will need to happen over a call to review sycnhronously.
+- Once quirks are resolved, note the day it was resolved in the spreadsheet.
 
 ### Report quarterly numbers in Chronograph
 Follow these steps to perform quarterly reporting for Fleet's investors:
@@ -286,6 +288,7 @@ The following table lists this department's rituals, frequency, and Directly Res
 | Monthly accounting | Monthly | Create [the monthly close GitHub issue](https://fleetdm.com/handbook/business-operations#intake) and walk through the steps.  (This process includes fulfill the monthly reporting requirement for SVB.)  | Nathanael Holliday |
 | "The numbers" monthly financial check | Monthly | Each month, update the inputs in ["The numbers"](https://docs.google.com/spreadsheets/d/1X-brkmUK7_Rgp7aq42drNcUg8ZipzEiS153uKZSabWc/edit#gid=2112277278) spreadsheet to reflect the actuals for recurring non-personnel spend, and identify any unexpected increase or decrease in spend. | Head of Business Operations |
 | Quarterly grants | Quarterly | Create [the quarterly close GitHub issue](https://fleetdm.com/handbook/business-operations#intake) and walk through the steps. | Nathanael Holliday |
+| Quartlery finance check | Quartlery | See [Check finances for quirks](https://fleetdm.com/handbook/business-operations#check-finances-for-quirks). |Head of Business Operations |
 | AP invoice monitoring | Weekly | Look for new accounts payable invoices and make sure that Fleet's suppliers are paid. | Nathanael Holliday | 
 | Tax preparation | Annually on the first week of March | Provide information to tax team with Deloitte and assist with filing and paying state and federal returns | Nathanael Holliday | 
 | Vanta check | Monthly | Look for any new actions in Vanta due in the upcoming months and create issues to ensure they're done on time. | Nathan Holliday |