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Engagements›Northwind Q3 Bookkeeping
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Engagement · Monthly
Northwind Q3 Bookkeeping Active
Jul 2026 – Sep 2026 · Close: 5th business day · Standard Monthly Close · Northwind Traders
Open bookkeeping portal
This engagement is active and locked — setup, workflow, and team are fixed for its lifetime.
Overall completion
68%
17 of 25 tasks
Tasks completed
17 / 25
this engagement
Open blockers
1
tasks marked blocked
Basic info
Type
Monthly
Period
Jul 2026 – Sep 2026
Workflow
Standard Monthly Close
Close target
5th business day
Setup
Fresh
Customer
AC
Amelia Chen
View customer →
Team
Bookkeeper
Grace Liu
Supervisor
Ben Whitfield
Customer
Amelia Chen
Setup & configuration
Workflow template
Standard Monthly Close
Stages / tasks
4 stages · 25 tasks
License
Active
Bank accounts
Business Checking, Savings – Reserve
Credit cards
Visa Business Rewards
Danger zone
Pause engagement
Stops period progression and locks active tasks. Resume any time.
Close engagement
Permanently finishes the engagement. All periods lock. Cannot be undone.
Delete engagement
Only drafts can be deleted — this engagement is active.
Progress by period
MonthStatusTasks% complete
Jul 2026 Closed 8 / 8 100% Open period →
Aug 2026 In progress 7 / 9 77% Open period →
Sep 2026 Upcoming 2 / 8 25% Open period →
A read-only mirror of the bookkeeping portal's period-close board. To act on tasks, open the bookkeeping portal.
Period-close board (read-only mirror)
Embedded BkPeriodClose (read-only)
The bookkeeping portal's period-close board renders here in read-only mode. See the bookkeeper period-close demo for the full board.
Open blockers
Reconcile bank & card statements
Aug 2026 · Bookkeeper · Grace Liu
Blocked
Files
No files yet
Statements, reports, and documents for this engagement will appear here.
Engagements›Copper & Sage Catch-up
Step 01 — Awaiting your review

Review the submission below

Everything the customer entered is laid out below. Mark each business as reviewed, then approve or reject with a note.

Customer
daniel@coppersage.design
Sent
4d ago
Submitted
3h ago
1 business submitted for review
1 / 1 reviewed
CS
Case file

Copper & Sage Interiors

Sole proprietorship Interior design
Reviewed
⏩
Catch-up
Engagement
✨
Fresh start
Setup
🏦
3
2 bank · 1 card
🧾
Accrual
Accounting basis
Catch-up window + ongoing monthly after
Jan 2026 → Jun 2026
01 Business profile
Registration #
CA-4471902
Financial year-end
December 31
Contact phone
+1 (415) 555-0173
Address
288 Larkspur Row, Suite 4, Sausalito, CA 94965
02 Connected accounts 3
03 Additional services 2
Payroll 3 employees · Gusto
Accounts receivable
04 Customer notes
Books are behind since January — mostly design-project invoices and contractor payments. I'd like everything caught up before our year-end review with the CPA.
Your decision
Approve to update this engagement and unlock the readiness checklist.
Reject with note

The customer receives this note verbatim, plus a link to edit and resubmit. Their previous answers stay saved.

0 / 2000 characters
02
Firm readiness · optional

Internal prep checklist

Informational — does not block activation. Skip if you're ready to move forward.
2 / 4
02b
Proposal

Compose cost, scope, and team — then send to customer

Proposal — Drafting
Cost saved.
Line items
Description Frequency Qty Unit price Discount Subtotal
$2,500.00
$425.00
$500.00
Scope of work
Firm will:
Customer will:
Deposit: $500.00
Pending — record receipt after the customer pays.
Conversation with customer
Sofia Alvarez · Firm · Jul 17, 2:14 PM
Hi Daniel — here's the proposal covering the Jan–Jun catch-up plus ongoing monthly. Happy to adjust the scope if anything looks off.
Daniel Okafor · Customer · Jul 18, 9:02 AM
Looks good. Can we drop the response-time item on my side to 3 business days?
03
Client acknowledgement · required

The customer confirms scope and schedule

Not sent

The customer ticks 5 acknowledgement items on a secure page. When they confirm, this engagement auto-advances to Pending sign-off and the Activate button becomes available.

04
Ready to activate

Both parties have signed off

Clicking Activate creates the periods, generates bookkeeping work items, assigns them to your team, and notifies everyone — customer included.