Hello Daniel. Today's view.
Tuesday · May 5, 2026 · Q2 prep · 4 staff on shift
Monthly Recurring Revenue
$34,250
↑ $2,400 vs last month
Active clients
47
↑ 3 new this month
Avg client tenure
8.4yr
2% churn YTD
YTD client savings
$847k
vs. their prior year tax
Tax season status — all 47 clients
34filed
9in progress
2missing docs
2extensions
Status legend
Not started
Onboarded
In progress
Review
Filed
Needs attention
Active clients 47 total
SR
Sutter Roofing LLC
CFO
CURRENT
Apr 28
BR
Bright River Coffee
TAX + BK
DOC REVIEW
May 1
PD
Park Design Studio
TAX + BK
DOCS OVERDUE
3d late
HF
Hearth & Fern Bakery
BK
CURRENT
May 3
MV
Mesa Vista Construction
CFO
CURRENT
Apr 30
RA
Ridgeway Architects
TAX + BK
FILED
Apr 12
CC
Cascade Consulting Group
CFO
REVIEW
Tomorrow
VL
Vista Landscaping
BK
CURRENT
May 2
Lead pipeline 3 new
M. Stevens NEW
$8,400est. savings
A. Patel NEW
$14,200est. savings
R. Kim NEW
$6,800est. savings
D. Wilson
$11,500est. savings
L. Garcia
$22,400est. savings
This week's tasks 12 due
Reconcile Sutter Roofing — April
TODAY
Review Park Design Studio docs
TODAY
Q1 financials — Bright River Coffee
DONE
CFO call prep — Mesa Vista
TOMORROW
Payroll true-up — Hearth & Fern
FRI
Team workload 5 staff
DA
Daniel Avery, CPA
FOUNDER · 12 active clients
74%
SC
Sarah Coleman
SR. BOOKKEEPER · 18 clients
92%
MR
Marcus Reyes
BOOKKEEPER · 15 clients
68%
JT
Jamie Tao, CPA
SR. ACCOUNTANT · 9 clients
71%
EW
Elena Wright
CLIENT SUCCESS · all clients
52%