Know what the whole firm owes this week
Deadlines, work, books and corporate records for every client.
The week, as it runs today.
- Deadlines live in one tool, work in another and documents in email.
- Nobody can see what is waiting on a client.
- Year-end depends on what one person remembers.
Every client, across every product.
A partner should be able to answer "where are we with them?" for any client, without asking three people.
| Client |  practice |  ledger |  payroll |  registry |
|---|---|---|---|---|
| Cedar Grove Farm (sample) | ||||
| Birch Family Trust (sample) | ||||
| Maple Leaf Design (sample) | ||||
| Pinecone Studio (sample) | ||||
| Jamie & Taylor Sample |
An illustration with sample clients. A filled dot means the firm uses that product for that client.
What is at risk this week
Overdue filings, work stuck in review and clients who have gone quiet.
Who is carrying what
Every job by preparer and stage, so work can be moved before it is late.
What to do next
My Week: what is due, what came back from review and what the client sent.
One deadline list
Filings for every client, with overdue and unconfirmed dates flagged.
More about oh my practice
Work by person
See what each preparer has in progress, in review and waiting on a client.
More about oh my practice
Books for every client
Statements reviewed and posted the same way across the firm.
More about oh my ledger
Corporate records without the binder
See which corporations have gaps and what would close them.
More about oh my registry
Set this up for your own work.
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