Service Pipeline

Track work in progress across all service areas

Total Tasks

8

In Progress

3

In Review

2

Completed

1

Pipeline Value

$42,200

Not Started2

Business Expansion Strategy

Business Advisory

Green Valley Consulting
StrategyExpansion
MDMark Dwyer
High
1/25/2024
$12,000

Tax Optimization Consultation

Tax Planning

Innovation Labs Inc
OptimizationConsultation
NRNick Roccuia
Critical
1/8/2024
$6,800
In Progress3

Q4 2024 Tax Return Preparation

Tax Planning

Johnson & Associates LLC
Progress75%
CorporateQuarterly
MDMark Dwyer
High
1/15/2024
$8,500

Retirement Portfolio Analysis

Financial Planning

Sarah Williams
Progress45%
RetirementInvestment
SCSarah Chen
Medium
1/20/2024
$5,000

Monthly Bookkeeping Reconciliation

Bookkeeping

TechStart Solutions LLC
Progress60%
MonthlyReconciliation
MPMatt Pereria
Medium
1/10/2024
$1,800
Review2

Individual Tax Planning Review

Tax Planning

Robert Chen
Progress90%
IndividualReview
NRNick Roccuia
Medium
1/12/2024
$2,200

Estate Planning Review

Financial Planning

Michael Thompson
Progress85%
EstatePlanning
SCSarah Chen
Low
1/30/2024
$3,500
Completed1

Payroll Setup & Processing

Bookkeeping

Local Restaurant Group
Progress100%
PayrollSetup
MPMatt Pereria
Medium
1/5/2024
$2,400