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Today

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3
↑ 1 new
Past Due
2
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New Emails
2
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πŸ“… Upcoming
Google Cal
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βœ‰οΈ Recent Email
Outlook
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Planner
Jun 3
Open β†—
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Planner
Jun 3
Open β†—
βœ… My Tasks
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⚠️ Showing real Outlook emails (Microsoft 365).
βœ‰οΈ Inbox β€” Outlook
Microsoft 365
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Microsoft Planner
Jun 3, 1:00 PM
Open in Outlook β†—
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Microsoft Planner
Jun 3, 12:56 PM
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πŸ“… My Calendar β€” This Week
Google Calendar
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πŸ”΄ Past Due
🟒 Due Today
πŸ”΅ Upcoming
πŸ‘₯ Clients
Revenue YTD
$124,042
Jan–Jun 10 Β· QuickBooks
Expenses YTD
$100,147
incl. payroll & COGS
Net Income YTD
$21,898
17.7% margin
Active Clients
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πŸ‘₯ Team Today
Full view β†’
MS
Maureen S.
Assigned 2 Planner tasks Β· Immortal Wellness, Quilt Enthusiasts
Active
CH
Chris H.
Anna Zuckerman Β· Go Boats Β· Paya Health
4 tasks
LR
Lisa R.
Cam Jam Β· Cherokee Copper Β· Patchwork Bear
3 tasks
TJ
Tejal J.
Wakefield Studios Β· WTG Β· Prevention Health
4 tasks
πŸ’° Revenue vs Costs
Details β†’
● Revenue● Costs
YTD Revenue$124,042
YTD Expenses$100,147
Net Income$21,898
πŸ‘₯ Team Activity
Microsoft 365
MS
Maureen Stevens
Assigned 2 tasks via Planner Jun 3 Β· Immortal Wellness report Β· Quilt Enthusiasts
Active
CH
Chris H.
Anna Zuckerman Β· Go Boats Β· Paya Health Β· IMJ
4 open
LR
Lisa R.
Cam Jam Β· Cherokee Copper Β· Elizabeth Wade Β· Patchwork Bear
3 open
TJ
Tejal J.
Wakefield Studios Β· WTG Β· Grand Artistry Β· Prevention Health Β· Savvy Bouquets
4 open
⚠️ Overdue (Team-wide)
Payroll β€” May OVERDUE 2d
Due Jun 7
Bank reconciliation β€” Q2 OVERDUE 1d
Due Jun 8
QuickBooks Live
Revenue
β€”
QuickBooks
Expenses
β€”
incl. payroll
Net Income
β€”
β€”
Gross Profit
β€”
before expenses
πŸ“Š Revenue by Service
πŸ’Έ Cost Breakdown
πŸ’° Revenue by Client
from client list
πŸ’Ό LinkedIn Post
3,000 char limit
Add hashtag: # Bookkeeping # SmallBusiness # Accounting # QuickBooks # Finance # Payroll # Entrepreneur # CFO
0 / 3,000
πŸ’‘ Post Ideas for Sheer Distinction
πŸ“Œ Client Win
Share a recent client result (without naming them). "A client came to us with 3 years of unfiled books..."
πŸ“š Education
Quick tip small business owners can use today. "3 things to reconcile before month-end..."
πŸ™‹ Behind the Scenes
Introduce the team or show a day in the life at Sheer Distinction.
πŸ’¬ Question / Poll
Drive engagement. "What's the #1 financial mistake you made in year 1 of your business?"
πŸ“… Tax Reminder
Timely seasonal content around deadlines, quarterly estimates, or year-end clean-ups.
🎯 Services Spotlight
Spotlight one service β€” monthly bookkeeping, 1099 prep, clean-ups β€” and who it's for.
⏱ Clockify β€” Team Hours

Connect Clockify to pull team hours and generate reports by person and time frame. Your API key is stored locally in your browser only.

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