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Sample accounting dashboard
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tz Sydney/AEDT
Practice
Job lockup · engagements · billing · receivables · 14-staff Melbourne CBD practice
Job Pipeline
scroll →
New / Scoping
11
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IronRoot Pty Ltd · onboarding
KYC + engagement letter drafted
›
CONTACT
M. Singh · founder · 0432 xxx xxx
PARTNER
Sophia Tran
SCOPE
Year-end + BAS + advisory · fee $4,200/q
AI BRIEF
KYC + ATO docs collected · onboarding pack drafted
NEXT
DocuSign Tue · first BAS Q1
Apex Tradesmen Pty Ltd · new BAS client
KYC pending · 2 docs missing
›
CONTACT
J. Liu · GM
PARTNER
Daniel Pham
SCOPE
Quarterly BAS + EOY accounts
AI BRIEF
Trade contractor · ABN active · GST registered
NEXT
Chase ID + bank consent · doc-chase agent stage 1
Northern Lights Imports
expanded scope · advisory + tax planning
›
CONTACT
P. Karimi · founder
PARTNER
Sophia Tran
SCOPE
Existing client · upgrade to advisory
AI BRIEF
GST complex · imports + GST deferral scheme
NEXT
Tax planning meeting Thu
In Progress
23
$84.6k WIP
Lighthouse Cafe · Q4 BAS
GST anomalies under partner review
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CLIENT
C. Wright · owner
PARTNER
Daniel Pham
STATUS
Draft complete · awaiting partner sign-off
AI BRIEF
3 GST anomalies · 2 legitimate, 1 needs client clarification
NEXT
Sign-off then lodge via ATO portal
Verdant Property Group · workpapers
AI audit caught 2 calc errors
›
CLIENT
N. Goldstein · director
PARTNER
Sophia Tran
STATUS
Workpapers re-keyed · partner review queued
AI BRIEF
Depreciation schedule wrong year + duplicate journal
NEXT
Partner approval Fri
Partner Review
9
$28.2k WIP
SmithCo Holdings · Div 7A advice
AI research complete · 4 citations
›
CLIENT
R. Smith · sole director
PARTNER
Daniel Pham
STATUS
Research pack ready · partner reading
AI BRIEF
Recommendation: convert loan to dividend before EOFY
NEXT
Partner call with client Tue
Ready to Bill
7
$32.1k
BlueWave Bookkeeping · Q3 BAS
lodged · ready to invoice
›
CLIENT
J. Park · founder
PARTNER
Sophia Tran
STATUS
Lodged 11 May · invoice $2,400 staged in Xero
AI BRIEF
Clean lodgement · no exceptions
NEXT
Send invoice + thank-you note
Lodged
14
this month
Coral Tradies Pty Ltd · FY26 tax
lodged 6 May · refund $11,400
›
CLIENT
T. Whitfield · owner
PARTNER
Daniel Pham
STATUS
Lodged · refund pending ATO
AI BRIEF
Clean filing · all docs verified
Receivables · Open
3 in chase
IronRoot Pty Ltd
$4,200
14 days · Stage 2 SMS
›
INVOICE
INV-2841 · Q3 advisory · issued 6 weeks ago
LAST CONTACT
SMS sent 3 days ago · no response
AI BRIEF
Client has paid on time for 18 months · likely admin oversight
NEXT
Call from partner Thu if no response by Wed
Northern Lights Imports
$8,800
22 days · Stage 3 letter
›
INVOICE
INV-2832 · Year-end pack · issued 8 weeks ago
LAST CONTACT
Stage 2 SMS + email · 1 reply 11 days ago, no follow-through
AI BRIEF
Cashflow signals present in last review · suggest payment plan
NEXT
Partner Pham to call with payment plan offer
BlueWave Bookkeeping
$1,640
9 days · Stage 1 reminder
›
INVOICE
INV-2858 · Monthly subscription
LAST CONTACT
Auto-reminder sent yesterday
AI BRIEF
Reliable payer · no action required
NEXT
Standard auto-chase sequence