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Accounting firm

Albright Tillman CPA Group · Accounting firm · Columbus, OH

Denise Albright is the managing partner of Albright Tillman CPA Group, a six-person firm in Columbus, and she uses this to follow every client engagement from document request to filing to invoice, so no deadline slips and nothing worked is left unbilled.

Legal and professionalBillingLinked tables5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agent
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Engagement board

Engagements
Awaiting documents5
Delacroix Tile — 2025 Form 1040 with Schedule CENG-26-107Delacroix Tile & Stone
Northgate Youth Soccer — 2025 Form 990ENG-26-108Northgate Youth Soccer Association
Mercer Street Bakehouse — Form 941 and Ohio filings for Q3ENG-26-123Mercer Street Bakehouse, LLC
Sundial Yoga — S corporation election reviewENG-26-127Sundial Yoga Studio
Fenwick Estate — Date-of-death valuation and estate inventoryENG-26-129Estate of Harold Fenwick
In preparation6
Linwood Veterinary — 2025 Form 1120-SENG-26-105Linwood Veterinary Hospital, P.C.
Corrigan Family Farms — 2025 Form 1065 with farm schedulesENG-26-106Corrigan Family Farms
Sundial Yoga — Monthly bookkeeping, OctoberENG-26-115Sundial Yoga Studio
Kessler Plumbing — Monthly bookkeeping, OctoberENG-26-116Kessler & Daughters Plumbing, Inc.
Nwankwo Freight — 2025 reviewed financial statementsENG-26-124Nwankwo Freight Services, Inc.
1 more
Partner review5
Nwankwo Freight — 2025 Form 1120ENG-26-104Nwankwo Freight Services, Inc.
Fenwick Estate — 2025 Form 1041 fiduciary returnENG-26-109Estate of Harold Fenwick
Whitcomb Orthodontics — 2025 Form 1120-SENG-26-110Whitcomb Orthodontics, P.C.
Pike Creek Brewing — Form 941 and Ohio filings for Q3ENG-26-122Pike Creek Brewing Company
Hollis Ridge Dental — 2025 reviewed financial statementsENG-26-125Hollis Ridge Dental Partners
Filed or delivered5
Mercer Street Bakehouse — 2025 Form 1120-SENG-26-103Mercer Street Bakehouse, LLC
Kessler Plumbing — 2025 Form 1120-SENG-26-112Kessler & Daughters Plumbing, Inc.
Pike Creek Brewing — Monthly bookkeeping, SeptemberENG-26-114Pike Creek Brewing Company
Brandywine Roofing — Form 941 and Ohio filings for Q3ENG-26-121Brandywine Roofing & Gutter, Inc.
Northgate Youth Soccer — Quarterly treasurer packageENG-26-130Northgate Youth Soccer Association
Billed9
Brandywine Roofing — 2025 Form 1120-SENG-26-101Brandywine Roofing & Gutter, Inc.
Hollis Ridge Dental — 2025 Form 1065ENG-26-102Hollis Ridge Dental Partners
Pike Creek Brewing — 2025 Form 1120-SENG-26-111Pike Creek Brewing Company
Mercer Street Bakehouse — Monthly bookkeeping, SeptemberENG-26-113Mercer Street Bakehouse, LLC
Brandywine Roofing — Monthly bookkeeping, SeptemberENG-26-117Brandywine Roofing & Gutter, Inc.
4 more

Tables

Engagements

30 sample rows · 18 columns

The firm's client work: what it is, who prepares and reviews it, when it is due, and what is logged and billed.

EngagementEngagement numberClientService lineStatusStartedDue
Abernathy Auto Glass — Catch-up bookkeeping for 2025ENG-26-118Abernathy Auto Glass, Inc.BookkeepingBilledAug 17, 2026Aug 24, 2026
Delacroix Tile — QuickBooks cleanup and month-end closeENG-26-128Delacroix Tile & StoneAdvisoryBilledSep 7, 2026Sep 14, 2026
Hollis Ridge Dental — 2025 Form 1065ENG-26-102Hollis Ridge Dental PartnersTax returnBilledSep 10, 2026Sep 17, 2026
Brandywine Roofing — 2025 Form 1120-SENG-26-101Brandywine Roofing & Gutter, Inc.Tax returnBilledSep 14, 2026Sep 21, 2026
Pike Creek Brewing — 2025 Form 1120-SENG-26-111Pike Creek Brewing CompanyTax returnBilledSep 16, 2026Sep 23, 2026
Linwood Veterinary — Payroll, biweekly runs for Q3ENG-26-119Linwood Veterinary Hospital, P.C.PayrollBilledSep 18, 2026Sep 25, 2026
Mercer Street Bakehouse — 2025 Form 1120-SENG-26-103Mercer Street Bakehouse, LLCTax returnFiled or deliveredSep 21, 2026Sep 28, 2026
Whitcomb Orthodontics — Payroll, biweekly runs for Q3ENG-26-120Whitcomb Orthodontics, P.C.PayrollBilledSep 22, 2026Sep 29, 2026
Kessler Plumbing — 2025 Form 1120-SENG-26-112Kessler & Daughters Plumbing, Inc.Tax returnFiled or deliveredSep 24, 2026Oct 1, 2026
Brandywine Roofing — Form 941 and Ohio filings for Q3ENG-26-121Brandywine Roofing & Gutter, Inc.PayrollFiled or deliveredSep 28, 2026Oct 5, 2026
Brandywine Roofing — Monthly bookkeeping, SeptemberENG-26-117Brandywine Roofing & Gutter, Inc.BookkeepingBilledSep 29, 2026Oct 6, 2026
Mercer Street Bakehouse — Monthly bookkeeping, SeptemberENG-26-113Mercer Street Bakehouse, LLCBookkeepingBilledSep 30, 2026Oct 7, 2026

18 more rows

Clients

14 sample rows · 9 columns

The firm's client roster: entity type, tax year end and the person to call.

ClientClient codeEntity typeEINPrimary contactContact phoneFiscal year end
Abernathy Auto Glass, Inc.C-1013C corporation34-1117304Gil Abernathy(614) 555-0163September 30
Brandywine Roofing & Gutter, Inc.C-1001S corporation31-4820917Terrence Whitlow(614) 555-0151December 31
Corrigan Family FarmsC-1006Partnership34-1936420Declan Corrigan(614) 555-0156December 31
Delacroix Tile & StoneC-1008Sole proprietor31-4491276Etienne Delacroix(614) 555-0158December 31
Estate of Harold FenwickC-1014Estate or trust31-6934085Ruth Fenwick-Lowe(614) 555-0164December 31
Hollis Ridge Dental PartnersC-1002Partnership34-1773056Anika Deshpande(614) 555-0152December 31
Kessler & Daughters Plumbing, Inc.C-1011S corporation34-1472259Warren Kessler(614) 555-0161December 31
Linwood Veterinary Hospital, P.C.C-1005S corporation31-5547102Rebecca Sandoval(614) 555-0155December 31
Mercer Street Bakehouse, LLCC-1003S corporation31-6620348Lorna Estes(614) 555-0153December 31
Northgate Youth Soccer AssociationC-1009Nonprofit34-1650893Pam Ostrander(614) 555-0159June 30
Nwankwo Freight Services, Inc.C-1004C corporation34-1208865Emeka Nwankwo(614) 555-0154June 30
Pike Creek Brewing CompanyC-1007S corporation31-7013589Marisol Quintero(614) 555-0157December 31

2 more rows

Time entries

44 sample rows · 6 columns

The weekly time lines the team logs against an engagement, priced at each person's standard rate.

Time entryWeek ofStaffActivityHoursBillable amount
Linwood Veterinary tax return: Workpapers and tie-outOct 13, 2026Hao TranPreparation10.75$1,343.75
Whitcomb Orthodontics tax return: Workpapers and tie-outOct 13, 2026Hao TranPreparation17$2,125
Sundial Yoga bookkeeping: Bank reconciliationsOct 13, 2026Gwen RutledgePreparation2.75$233.75
Hollis Ridge Dental review: Analytics and inquiriesOct 13, 2026Priscilla NwosuPreparation39.25$6,476.25
Corrigan Family Farms tax return: Workpapers and tie-outOct 12, 2026Priscilla NwosuPreparation14$2,310
Pike Creek Brewing bookkeeping: Reviewer sign-offOct 12, 2026Priscilla NwosuReview2$330
Kessler Plumbing bookkeeping: Bank reconciliationsOct 12, 2026Gwen RutledgePreparation4.5$382.50
Corrigan Family Farms advisory: Analysis and modelingOct 12, 2026Priscilla NwosuPreparation8$1,320
Whitcomb Orthodontics tax return: Partner reviewOct 9, 2026Marcus TillmanReview4.25$1,211.25
Pike Creek Brewing bookkeeping: Bank reconciliationsOct 9, 2026Gwen RutledgePreparation8$680
Pike Creek Brewing payroll: Payroll runs and depositsOct 9, 2026Omar FaulknerPreparation3.25$308.75
Hollis Ridge Dental review: Partner reviewOct 9, 2026Denise AlbrightReview9.75$2,778.75

32 more rows

Invoices

12 sample rows · 7 columns

What the firm has billed for each engagement and whether the client has paid.

Invoice numberEngagementIssuedPayment dueAmountInvoice status
INV-26-431Mercer Street Bakehouse — 2025 Form 1120-SOct 18, 2026Nov 17, 2026$2,760Draft
INV-26-445Kessler Plumbing — 2025 Form 1120-SOct 18, 2026Nov 17, 2026$3,000Draft
INV-26-459Pike Creek Brewing — Monthly bookkeeping, SeptemberOct 18, 2026Nov 17, 2026$1,100Draft
INV-26-466Brandywine Roofing — Monthly bookkeeping, SeptemberOct 14, 2026Nov 12, 2026$1,320Sent
INV-26-487Whitcomb Orthodontics — Payroll, biweekly runs for Q3Oct 14, 2026Nov 12, 2026$745Sent
INV-26-452Mercer Street Bakehouse — Monthly bookkeeping, SeptemberOct 8, 2026Nov 6, 2026$650Paid
INV-26-480Linwood Veterinary — Payroll, biweekly runs for Q3Sep 28, 2026Oct 27, 2026$575Paid
INV-26-438Pike Creek Brewing — 2025 Form 1120-SSep 24, 2026Oct 23, 2026$2,950Paid
INV-26-417Brandywine Roofing — 2025 Form 1120-SSep 22, 2026Oct 21, 2026$2,850Paid
INV-26-424Hollis Ridge Dental — 2025 Form 1065Sep 18, 2026Oct 18, 2026$4,200Paid
INV-26-494Delacroix Tile — QuickBooks cleanup and month-end closeSep 15, 2026Oct 15, 2026$1,915Paid
INV-26-473Abernathy Auto Glass — Catch-up bookkeeping for 2025Aug 25, 2026Sep 24, 2026$3,892.50Overdue

Also included

  • Engagement boardStage rules
  • Deadline coming dueNotificationWarns the preparer three days before an engagement is due.
  • Document requestDocumentThe letter that goes to a client at the start of an engagement, listing what the firm needs and by when.

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