Directory
Clients
The businesses whose books you keep. Open one for their info, close history, transactions, and documents.
Clients
4
In directory
Active
3
Books running monthly
Open Questions
2
July 2026 flags
Locked This Month
0 / 4
July 2026
| Client | Entity | Industry | Fiscal Year End | Status | July 2026 Close | |
|---|---|---|---|---|---|---|
| My First Consulting Client | LLC | AI Consulting | December | Onboarding | 0/4Waiting on you | |
| Federal HR AssessmentDEMO | LLC | Federal / Government — Personnel Assessment | September | Active | 1/4Waiting on client | |
| AI Training CurriculumDEMO | S-Corp | Technology — AI Development | December | Active | 3/4Waiting on you | |
| Corporate Team DiagnosticDEMO | Sole Proprietor | Corporate — Organizational Development | December | Active | 0/4Waiting on you |