MB
Meridian Bookkeeping Firm Portal
SA
Sign out
Firm · Engagements

Engagements

All active, draft, and paused engagements across your firm.

New engagement
Active
1
In flight
Overdue
1
Past close target
Blocked
1
Has a blocked task
Paused
1
On hold
Showing Active · 1 of 5 engagements
Engagement / Business Type Period Progress Team · Due
NT
Northwind Q3 Bookkeeping
Northwind Traders
Monthly
Jul 2026
Reconcile 68%
1
GL
BW
Due Aug 5
BH
Blue Harbor Monthly Close
Blue Harbor Cafe
Monthly
Jun 2026
Categorize 42%
3
GL
Overdue 9d
VD
Vector Dynamics FY25 Cleanup
Vector Dynamics LLC
Catch-up
Jan – Dec 2025
Paused
BW
GL
On hold
CS
Copper & Sage Catch-up
Copper & Sage Interiors
Catch-up
Q1 2026
Draft
SA
Not started
DC
Demo Company Onboarding
Demo Company
Monthly
May 2026
Closed
SA
Closed Jun 2