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MS
Maureen Stevens
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Maureen assigned a task to you via Planner
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Planner
Complete payroll — May OVERDUE
Due Jun 7 · Payroll
Bank reconciliation — Q2 OVERDUE
Due Jun 8 · Bookkeeping
Send monthly report TODAY
Due Jun 9 · Reporting
Prepare Q2 financials JUN 12
Due Jun 12 · Reporting
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MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Microsoft Planner
MS
Maureen Stevens
You've been assigned a task
Maureen assigned a task to you via Microsoft Planner
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Complete payroll — May
Due Jun 7 · Payroll · 2 days overdue
Bank reconciliation — Q2
Due Jun 8 · Bookkeeping · 1 day overdue
Send monthly report
Due Jun 9 · Reporting
Review uncategorized QuickBooks transactions
Due Jun 9 · QuickBooks
Follow up on outstanding invoice
Due Jun 9 · Client Management
Prepare Q2 financials
Due Jun 12 · Reporting
File quarterly tax estimates
Due Jun 15 · Tax
Process payroll — Jun 15
Due Jun 15 · Payroll
Monthly close — all clients
Due Jun 20 · Bookkeeping
Monthly · Michael & Maureen
TA
Terra Arma
Michael S.
$6,000
Active
IW
Immortal Wellness
Maureen S.
$250
Active
MI
My Inboard Marine
Michael S.
$800
Active
QE
Quilt Enthusiasts
Maureen S.
$850
Active
RI
Rituil
Michael S.
$250
Active
Monthly · Chris
AZ
Anna Zuckerman
Chris H.
$5,750
Active
GB
Go Boats
Chris H.
$1,300
Active
PH
Paya Health
Chris H.
$1,250
Active
IJ
IMJ
Chris H.
$1,240
Active
Monthly · Lisa
CJ
Cam Jam
Lisa R.
$675
Active
CC
Cherokee Copper
Lisa R.
$400
Active
EW
Elizabeth Wade
Lisa R.
$750
Active
PB
Patchwork Bear
Lisa R.
$640
Active
Monthly · Tejal
WS
Wakefield Studios
Tejal J.
$575
Active
GA
Grand Artistry
Tejal J.
$300
Active
SB
Savvy Bouquets
Tejal J.
$300
Active
PR
Prevention Health
Tejal J.
$1,100
Active
Quarterly
IT
Indigo Tea
—
$250
Quarterly
OB
Olive Branch
—
$250
Quarterly
RF
Repatriot Flag
—
$250
Quarterly
⚠️ QuickBooks needs re-authentication — revenue figures are estimates. Reconnect →
Revenue (Jun est.)
$24,890
↑ 12% vs May
Costs (Jun est.)
$8,320
↑ 4% vs May
Net Profit (est.)
$16,570
67% margin
Active Clients
21
17 mo · 3 qtr · 1 onboard
MS
Maureen S.
Assigned 2 Planner tasks · Immortal Wellness, Quilt Enthusiasts
Active
CH
Chris H.
Anna Zuckerman · Go Boats · Paya Health
4 tasks
LR
Lisa R.
Cam Jam · Cherokee Copper · Patchwork Bear
3 tasks
TJ
Tejal J.
Wakefield Studios · WTG · Prevention Health
4 tasks
💰 Revenue vs Costs
Details →
MS
Maureen Stevens
Assigned 2 tasks via Planner Jun 3 · Immortal Wellness report · Quilt Enthusiasts
Active
CH
Chris H.
Anna Zuckerman · Go Boats · Paya Health · IMJ
4 open
LR
Lisa R.
Cam Jam · Cherokee Copper · Elizabeth Wade · Patchwork Bear
3 open
TJ
Tejal J.
Wakefield Studios · WTG · Grand Artistry · Prevention Health · Savvy Bouquets
4 open
Payroll — May OVERDUE 2d
Due Jun 7
Bank reconciliation — Q2 OVERDUE 1d
Due Jun 8
⚠️ QuickBooks needs re-authentication — figures are estimates. Reconnect →
Revenue (Jun)
$24,890
↑ 12% vs May
Expenses (Jun)
$8,320
↑ 4% vs May
Net Profit
$16,570
67% margin
YTD Revenue
$138,200
On track
📊 Revenue by Client Type
⚠ QB Offline
Monthly Clients (17)$23,390
Quarterly Clients (3)$250
Top Client — Terra Arma$6,000
💸 Cost Breakdown
⚠ QB Offline