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Sample client
Riverbend BBQ
Casual Dining · S-Corp · $156,000/mo
Snapshot
- Industry
- Casual Dining
- Entity type
- S-Corp
- Monthly revenue
- $156,000
- Close status
- complete
Team
- PartnerAvery
- Staff accountantMarcus
- Last activity3d ago
Recent AI activity
- 3h agoAI matched 218 of 222 March bank transactions to QB ledger.
- YesterdayMarch P&L draft generated. Awaiting partner approval.
- 2d agoQuarterly tax estimate worksheet refreshed with March numbers.
- 5d agoVendor 1099-NEC reconciliation completed for Q1.
Pending approvals for this client
- Riverbend BBQ — 1099 reconciliation pack
Vendor list cross-checked. Two mismatches need owner input.
1099 Pack·AI confidence 86%·Due apr 15
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