Bookkeeping practice

Thornhollow Landing Bookkeeping · Bookkeeping practice · Burlington, VT

Kalani Pemberton owns Thornhollow Landing Bookkeeping, a five-person firm on Lake Champlain, and she uses this to make sure each question a client sends by form, email, phone or booked call is answered and then wrapped up before the week runs out.

Legal and professional Customer serviceBookings4 tables · 6 views · 1 form · 3 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent

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Request board

Client requests

New4

Missing receipt — Grayling BrewingGrayling Brewing SupplyReceipt question

Sales tax return — Ferrous Lane, JuneFerrous Lane WeldingSales tax filing

Payroll check — Northcove PhysicalNorthcove Physical TherapyPayroll question

Set up a new service — Oldmill CarpentryOldmill CarpentryNew service setup

In progress7

Close the books — Alder Street, SeptemberAlder Street VeterinaryMonthly close

Payroll check — Lantern HillLantern Hill LandscapingPayroll question

Sales tax return — Waterfront Tea, JulyWaterfront Tea HouseSales tax filing

Year-end packet — Pennywhistle ToyPennywhistle Toy RepairYear-end documents

Close the books — Grayling Brewing, MayGrayling Brewing SupplyMonthly close

2 more

Waiting on client5

Year-end packet — Tillbrook DentalTillbrook Dental StudioYear-end documents

Missing receipt — Sugarbush MapleSugarbush Maple WorksReceipt question

Sales tax return — Larkfield Print, JuneLarkfield Print ShopSales tax filing

Close the books — Oldmill Carpentry, NovemberOldmill CarpentryMonthly close

Payroll check — Moss andMoss and Marrow BakeryPayroll question

Closed14

Missing receipt — Moss andMoss and Marrow BakeryReceipt question

Payroll check — Ferrous LaneFerrous Lane WeldingPayroll question

Close the books — Driftwood Pottery, JulyDriftwood Pottery Co-opMonthly close

Sales tax return — Alder Street, DecemberAlder Street VeterinarySales tax filing

Set up a new service — Lantern HillLantern Hill LandscapingNew service setup

9 more

Tables

Client requests

30 sample rows · 13 columns

Every question or job a client sends, however it arrives, and how far it has got toward closed.

Request	Client	What it is	Came in by	Status	Handled by	Received
Missing receipt — Grayling Brewing	Grayling Brewing Supply	Receipt question	Web form	New	Brannock Fairweather-Oduya	Oct 18, 2026
Payroll check — Northcove Physical	Northcove Physical Therapy	Payroll question	Phone	New	Ignatius Holloway-Cho	Oct 18, 2026
Sales tax return — Ferrous Lane, June	Ferrous Lane Welding	Sales tax filing	Email	New	Seraphine Larkspur-Mbeki	Oct 17, 2026
Set up a new service — Oldmill Carpentry	Oldmill Carpentry	New service setup	Web form	New	Kalani Pemberton	Oct 17, 2026
Close the books — Alder Street, September	Alder Street Veterinary	Monthly close	Email	In progress	Brannock Fairweather-Oduya	Oct 16, 2026
Payroll check — Lantern Hill	Lantern Hill Landscaping	Payroll question	Web form	In progress	Seraphine Larkspur-Mbeki	Oct 15, 2026
Year-end packet — Tillbrook Dental	Tillbrook Dental Studio	Year-end documents	Email	Waiting on client	Kalani Pemberton	Oct 15, 2026
Missing receipt — Moss and	Moss and Marrow Bakery	Receipt question	Web form	Closed	Brannock Fairweather-Oduya	Oct 15, 2026
Sales tax return — Alder Street, December	Alder Street Veterinary	Sales tax filing	Phone	Closed	Kalani Pemberton	Oct 15, 2026
Payroll check — Waterfront Tea	Waterfront Tea House	Payroll question	Email	Closed	Ignatius Holloway-Cho	Oct 15, 2026
Payroll check — Grayling Brewing	Grayling Brewing Supply	Payroll question	Web form	Closed	Seraphine Larkspur-Mbeki	Oct 15, 2026
Sales tax return — Waterfront Tea, July	Waterfront Tea House	Sales tax filing	Booked call	In progress	Ignatius Holloway-Cho	Oct 14, 2026

18 more rows

Check-in calls

16 sample rows · 7 columns

The calls clients book with the team, each tied to the request it is about.

Call	Client	About request	Topic	Call time	Status	Taken by
Check-in call — Larkfield Print Shop	Larkfield Print Shop	Payroll check — Larkfield Print	Payroll question	Oct 13, 6:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Driftwood Pottery Co-op	Driftwood Pottery Co-op	Close the books — Driftwood Pottery, July	Monthly close	Oct 14, 2:00 PM	Done	Ignatius Holloway-Cho
Check-in call — Lantern Hill Landscaping (second)	Lantern Hill Landscaping	Set up a new service — Lantern Hill	New service setup	Oct 15, 3:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Grayling Brewing Supply (second)	Grayling Brewing Supply	Close the books — Grayling Brewing, May	Monthly close	Oct 15, 5:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Sugarbush Maple Works	Sugarbush Maple Works	Missing receipt — Sugarbush Maple	Receipt question	Oct 15, 7:00 PM	Cancelled	Brannock Fairweather-Oduya
Check-in call — Oldmill Carpentry	Oldmill Carpentry	Close the books — Oldmill Carpentry, November	Monthly close	Oct 16, 1:30 PM	Done	Ignatius Holloway-Cho
Check-in call — Waterfront Tea House	Waterfront Tea House	Sales tax return — Waterfront Tea, July	Sales tax filing	Oct 16, 2:30 PM	Done	Ignatius Holloway-Cho
Check-in call — Pennywhistle Toy Repair	Pennywhistle Toy Repair	Sales tax return — Pennywhistle Toy, August	Sales tax filing	Oct 16, 3:00 PM	Done	Kalani Pemberton
Check-in call — Northcove Physical Therapy (second)	Northcove Physical Therapy	Missing receipt — Northcove Physical	Receipt question	Oct 16, 8:00 PM	No-show	Seraphine Larkspur-Mbeki
Check-in call — Ferrous Lane Welding	Ferrous Lane Welding	Sales tax return — Ferrous Lane, June	Sales tax filing	Oct 19, 6:00 PM	Booked	Seraphine Larkspur-Mbeki
Check-in call — Grayling Brewing Supply	Grayling Brewing Supply	Missing receipt — Grayling Brewing	Receipt question	Oct 20, 2:00 PM	Booked	Brannock Fairweather-Oduya
Check-in call — Northcove Physical Therapy	Northcove Physical Therapy	Payroll check — Northcove Physical	Payroll question	Oct 21, 3:30 PM	Booked	Ignatius Holloway-Cho

4 more rows

Clients

14 sample rows · 11 columns

The small businesses the practice keeps books for, with their plan and hourly rate.

Client	Contact	Email	Phone	Plan	Hourly rate	Client since
Alder Street Veterinary	Giselle Harcourt-Mensah	giselle.harcourtmensah@lakecitymailroom.com	(802) 555-0111	Monthly close	$120	Dec 2, 2024
Burnside Yoga Collective	Noelle Birchwood-Tan	noelle.birchwoodtan@lakecitymailroom.com	(802) 555-0117	Quarterly review	$90	Apr 30, 2023
Driftwood Pottery Co-op	Vivienne Vickery-Obi	vivienne.vickeryobi@greenmountaininbox-mail.org	(802) 555-0110	Payroll add-on	$90	Mar 9, 2025
Ferrous Lane Welding	Lorcan Abbott-Lindqvist	lorcan.abbottlindqvist@champlainpostbox-mail.net	(802) 555-0109	Hourly only	$60	Jun 14, 2025
Grayling Brewing Supply	Ignatius Zimmerman-Ejiofor	ignatius.zimmermanejiofor@champlainpostbox-mail.net	(802) 555-0106	Monthly close	$120	Apr 1, 2026
Lantern Hill Landscaping	Imogen Foxworth-Diallo	imogen.foxworthdiallo@champlainpostbox-mail.net	(802) 555-0115	Payroll add-on	$90	Nov 10, 2023
Larkfield Print Shop	Briony Ashcombe-Vale	briony.ashcombevale@greenmountaininbox-mail.org	(802) 555-0116	Hourly only	$60	Aug 5, 2023
Moss and Marrow Bakery	Dashiell Ingersoll-Nwosu	dashiell.ingersollnwosu@greenmountaininbox-mail.org	(802) 555-0107	Monthly close	$90	Dec 25, 2025
Northcove Physical Therapy	Juniper Hepworth-Salazar	juniper.hepworthsalazar@lakecitymailroom.com	(802) 555-0114	Monthly close	$150	Feb 15, 2024
Oldmill Carpentry	Xiomara Thorne-Valdes	xiomara.thornevaldes@champlainpostbox-mail.net	(802) 555-0118	Monthly close	$120	Jan 23, 2023
Pennywhistle Toy Repair	Kestrel Jarvis-Okello	kestrel.jarvisokello@champlainpostbox-mail.net	(802) 555-0112	Hourly only	$60	Aug 27, 2024
Sugarbush Maple Works	Orson Kendrick-Abara	orson.kendrickabara@greenmountaininbox-mail.org	(802) 555-0113	Quarterly review	$90	May 22, 2024

2 more rows

Also included

Waiting on a clientDigest
Request boardStage rules
Call bookedNotificationGives the bookkeeper a prompt as soon as a client books a call so the ledger is open beforehand.
Mark waiting on clientRow action

Financial advisorCopperleaf Financial Planning4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 2 row actions · 1 agentAgents

Insurance agencyJuniperwell Landing Insurance4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agentAgents

Private investigation agencyHazelmere Gate Investigations4 tables · 6 views · 1 form · 1 digest · 1 notification · 1 row action · 1 agentAgents

Translation agencyMarrowgate Gate Translations4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentAgents

Accounting firmAlbright Tillman CPA Group5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentLinked tables

Accounting firmVineholt Harbor CPA4 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentClient portals

Brandt and Okeke household	Ilse Brandt	ilse.brandt@capitalcitypostbox.net
Villareal family	Esteban Villareal	esteban.villareal@fourlakesmail.com
Thorne household	Prudence Thorne	prudence.thorne@isthmusinbox.org
Adeyemi and Larsson household	Funmilayo Adeyemi	funmilayo.adeyemi@capitalcitypostbox.net

Lindahl - certificate of insurance	Certificate of insurance	Phone
Thorsen - claim question	Claim question	Web form
Winslow - certificate of insurance	Certificate of insurance	Phone
Delacourt - claim question	Claim question	Web form

Pre-hire checks on five delivery drivers	HGI-26-101	Delivered
Activity check on a lifting-injury claim	HGI-26-102	Delivered
Locate a witness for a deposition	HGI-26-103	Delivered
Serve a complaint on a registered agent	HGI-26-104	Delivered

Birth certificate and marriage record	Certified translation	Spanish to English
Discharge instructions, cardiology	Document translation	English to Spanish
Asylum declaration, 14 pages	Certified translation	Arabic to English
Foreign transcript evaluation set	Certified translation	Mandarin to English

Brandywine Roofing — 2025 Form 1120-S	ENG-26-101	Tax return
Hollis Ridge Dental — 2025 Form 1065	ENG-26-102	Tax return
Mercer Street Bakehouse — 2025 Form 1120-S	ENG-26-103	Tax return
Nwankwo Freight — 2025 Form 1120	ENG-26-104	Tax return

Severn River Kayak Rentals	S corporation	Piper Wannamaker
Bellweather Dog Grooming	Sole proprietor	Corinne Abdelaziz
Crabtree & Lowell Architects	Partnership	Joss Lowell
Hartsfield Garden Center	S corporation	Maribel Hartsfield

Request board

Tables

Client requests

Check-in calls

Clients

Also included

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