Good morning, Michael.
Five returns are waiting on your review and six clients still owe documents.
Active clients
16
+3 this quarter
Returns in progress
11
5 awaiting your review
Awaiting client docs
6
2 over a week old
Billed this month
$32,400
across 22 engagements (through Jun 14)
Client roster
View all 16| Client | Engagement | Status | Last activity |
|---|---|---|---|
| Ruiz Design Studio | Advisory Partnership | Return in review | Today |
| Tanaka Software | Fractional CFO | Books current | Yesterday |
| Grapevine Holdings | Advisory Partnership | Awaiting documents | 3 days ago |
| Bellamy & Reese | Fractional CFO | Monthly close done | 3 days ago |
| Northgate Bistro Group | Compliance Foundation | Return drafting | 5 days ago |
| A. Whitman | Compliance Foundation | Awaiting documents | 1 week ago |
Review queue
5 waiting- Ruiz Design Studio, 2025 Form 1040 Review
- Northgate Bistro Group, Q1 close Review
- Tanaka Software, R&D credit memo Review
Upcoming deadlines
- Q2 federal estimated payments due.Affects 22 clients
- Extended S-corp and partnership returns.Affects 9 clients
- Extended individual returns.Affects 7 clients
Client roster
Every active engagement, sorted by most recent activity. Search by name or filter by engagement type.
| Client | Engagement | Status | Last activity |
|---|---|---|---|
| Ruiz Design Studio | Advisory Partnership | Return in review | Today |
| Tanaka Software | Fractional CFO | Books current | Yesterday |
| Cobalt Robotics | Fractional CFO | R&D memo sent | Yesterday |
| Bellamy & Reese | Fractional CFO | Monthly close done | 3 days ago |
| Grapevine Holdings | Advisory Partnership | Awaiting documents | 3 days ago |
| Halcyon Coffee Roasters | Advisory Partnership | Return drafting | 4 days ago |
| Northgate Bistro Group | Compliance Foundation | Return drafting | 5 days ago |
| Lumen Architecture Group | Advisory Partnership | Books current | 6 days ago |
| Pinewood Logistics | Fractional CFO | Monthly close done | 1 week ago |
| A. Whitman | Compliance Foundation | Awaiting documents | 1 week ago |
| Vega Creative Co. | Advisory Partnership | Books current | 9 days ago |
| Sunderland Dental | Compliance Foundation | Return filed | 12 days ago |
| Brightwater Consulting | Advisory Partnership | Advisory review held | 2 weeks ago |
| Eastgate Auto | Compliance Foundation | Return filed | 3 weeks ago |
| Karim Haddad | Compliance Foundation | Return filed | 3 weeks ago |
| R. Okafor | Compliance Foundation | Onboarding | 1 month ago |
Try a different search term or filter.
Review queue
Returns and closes you have drafted, holding for a final review pass before they reach the client. Approving releases the work; sending one back flags it for more time.
Waiting on you
5 waiting-
Ruiz Design Studio
2025 Form 1040Individual return. Home-office proration applied for January and February. One open item: the 1099-NEC from the client before the final lock.
Approved and released to the client. -
Northgate Bistro Group
Q1 2026 closeQuarterly bookkeeping close. Accounts reconciled and variance notes attached. Sign-off needed before the client release.
Approved and released to the client. -
Cobalt Robotics
R&D credit memoResearch credit analysis with qualified research expense schedule. Memo drafted for the client and ready for your review.
Approved and released to the client. -
Halcyon Coffee Roasters
2025 Form 1120-SS-corp return with K-1s drafted for the two shareholders. Distributions tie out to the close. Ready for your review.
Approved and released to the client. -
Vega Creative Co.
2026 Q2 estimatesEstimated payment vouchers for the federal and Texas franchise obligations. Figures drafted from the mid-year projection.
Approved and released to the client.
Every drafted return has been reviewed and released. New work appears here as you draft it.
Deadlines
Filing and payment dates ahead, with the count of clients each one touches. Working dates already account for weekends.
June 2026
- Q2 federal estimated payments due.Affects 22 clients
- Texas franchise tax report and public information report due.Affects 14 clients
July 2026
- Form 941 second-quarter payroll filing.Affects 9 clients
September 2026
- Extended S-corp and partnership returns due.Affects 9 clients
October 2026
- Extended individual returns due.Affects 7 clients
January 2027
- Q4 federal estimated payments due.Affects 22 clients
Messages
Client conversations across the practice. Select a client to read and reply.
Dana Ruiz
Ruiz Design StudioPractice billing
What the practice billed and collected this period, and the invoices still moving through.
Billed, June
$32,400
Across 22 engagements
Collected
$28,900
89% of billed
Outstanding
$3,500
1 invoice overdue
Average per engagement
$1,473
Recurring monthly fees
Billed by month
Last six monthsRecent invoices
| Date | Client | Engagement | Amount | Status |
|---|---|---|---|---|
| Jun 6, 2026 | Halcyon Coffee Roasters | Advisory Partnership | $1,500.00 | Sent |
| Jun 4, 2026 | Cobalt Robotics | Fractional CFO | $3,200.00 | Sent |
| Jun 3, 2026 | Ruiz Design Studio | Advisory Partnership | $1,250.00 | Paid |
| Jun 1, 2026 | Bellamy & Reese | Fractional CFO | $2,800.00 | Paid |
| Jun 1, 2026 | Northgate Bistro Group | Compliance Foundation | $650.00 | Paid |
| May 30, 2026 | Grapevine Holdings | Advisory Partnership | $1,500.00 | Overdue |