The practice

July 2026 close · day 6

Categorized without you

312 of 348 this week

Hours given back

19.5 this week

Marvin's Friday pass: 0 hours

Waiting on you

Median days to close

6 was 11

Billing health

21 of 22 pulls ok

1 failed card, retry scheduled

Week ahead

Jul 13 to 17

Mon 13

Payroll runs: 3 clients
auto, confirmations to inbox

Tue 15

Ridgeline meeting, 10am
Brief ready

Wed 16

Bloom & Root meeting, 2pm
Brief drafts Tue night

Thu 17

Maple & Main city sales tax due
packet prepared, you file

Fri 18

Weekly categorization pass
runs itself, scoreboard updates

The book, July close

Client	Close	Categorization	Recon exceptions	Financials email	Next meeting

Alerts

from the monitors

Urgent

Bank feed disconnected 9 days: Foxtail Media operating account. Reconnect link sent to client, no action yet.

Feed monitor, 2h ago

Watch

Ridgeline Fencing fuel spend is 38% over its trailing 3-month average. Flag drafted into the July financials email.

Spend monitor, 6h ago

Watch

Maple & Main periodic report due in Colorado by July 31. Filing task created and scheduled.

Compliance calendar, 1d ago

Agents

today

Click any card for its full trail. Nothing here is a mystery.

Trust ladder

autonomy is earned per workflow

Workflow	Level	Track record	Last 100 outcomes
Categorization: known vendors	Auto	99.2% accepted	99
Categorization: judgment calls	Propose	91.7% accepted	92
Client questions (ask-loop)	Auto	100% delivered	100
Financials email	Approve to send	14 sent, 2 edited	88
Stripe dunning	Approve to send	6 sent, 0 edited	100

Strategy

the attack board

Upside on the board

$27,900/yr

across 6 plays

Plays in motion

2 proposed, 3 parked as ideas

Last win

$6,000/yr

Ridgeline S corp election, May

Plays

found by the monthly book audits, kept warm here

Client	Play	Est. value	Status

Ideas to explore

the parking lot, nothing gets forgotten

Group health via QSEHRA, at least 4 clients would benefit
August email push: 529 plans before the school year
R&D credit screen across the software and media clients