Config
Titan · Books
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Closing: July 2026
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Michele
Practice Preferences
Config
Your practice profile, staff, categories, client defaults, and notifications.
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Practice Profile
Practice name
Your name (shown in the top bar)
Default fiscal year end for new clients
December
June
September
Staff
1 member
Michele
Principal / AI Consultant
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Solo practice today — add people here when you grow.
Categories
16 categories — every transaction gets exactly one
Income
Consulting Fees
SOW Revenue
Training & Curriculum
Coaching & Facilitation
Research Services
Vigil Revenue
Other Income
Expenses
Software & Subscriptions
Research & References
Travel & Mileage
Professional Development
Professional Fees
Advertising & Marketing
Equipment & Tech
Office & Supplies
Meals
Expense
Income
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Engagement Defaults
The four steps (every client, every month)
1.
Scoping confirmed
2.
Drafts complete
3.
Feedback resolved
4.
Final delivered
Statements usually arrive by (day of month)
The 3rd
The 5th
The 10th
Remind clients automatically for missing statements
A polite nudge goes out when statements are late.
Offer to lock the month when all four steps are done
Notifications
Summary digest
Daily
Weekly
Off
Tell me when a client's statements arrive
Tell me when a client answers an open question