Accounting firm

Vineholt Harbor CPA · Accounting firm · Annapolis, MD

Mabel Holmqvist is the practice manager at Vineholt Harbor CPA, a six-person firm in Annapolis, and uses this to take every new client from the first inquiry to a signed engagement letter and a booked first engagement.

Legal and professional IntakeClient portals4 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 agent

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Intake board

Clients

Inquiry4

Severn River Kayak RentalsS corporationPiper Wannamaker

Bellweather Dog GroomingSole proprietorCorinne Abdelaziz

Crabtree & Lowell ArchitectsPartnershipJoss Lowell

Hartsfield Garden CenterS corporationMaribel Hartsfield

Intro call5

Quillfeather Print ShopPartnershipAmbrose Quillfeather

Dockside Physical TherapyS corporationRenata Ostrowski

Marlowe Street BakerySole proprietorTomasz Marlowe

Eastport Youth SailingNonprofitDelphine Achebe

Linwood Veterinary GroupC corporationGideon Linwood

Documents requested5

Tern Island ChartersPartnershipSaoirse Dunleavy

Brightmoor Dental StudioS corporationNgozi Brightmoor

Pemberton Plumbing SupplyC corporationLyle Pemberton

Gannet Point Wine BarS corporationRosalind Gannet

Ashcombe Tutoring CenterSole proprietorPrakash Ashcombe

Letter sent4

Wrenfield Landscape DesignS corporationColm Wrenfield

Calloway Auto DetailingSole proprietorDani Calloway

Haverstock Family DentistryS corporationIlse Haverstock

Plover Cove CafePartnershipEdwin Plover

Booked10

Cutters Landing ChiropracticS corporationPerrin Halloran

Lanternfish Yoga StudioSole proprietorImani Rutherford

Stonecrop Masonry SupplyC corporationDominic Aldrete

Windward Auto GlassC corporationGarrick Pruitt

Bayview Pet HospitalS corporationFiona Stanhope

5 more

Not a fit2

Greywing OutfittersC corporationZofia Greywing

Rowan Lane BoutiqueSole proprietorLorena Vasquez-Pike

Tables

Clients

30 sample rows · 18 columns

Everyone who has contacted the firm, from first inquiry to signed client, with who owns the next step.

Client	Entity type	Contact	Contact phone	EIN	Service needed	How they found us
Severn River Kayak Rentals	S corporation	Piper Wannamaker	(410) 555-0120	—	Tax return	Website form
Bellweather Dog Grooming	Sole proprietor	Corinne Abdelaziz	(410) 555-0121	—	Bookkeeping	Chamber of commerce
Crabtree & Lowell Architects	Partnership	Joss Lowell	(410) 555-0122	—	Advisory	Referral
Hartsfield Garden Center	S corporation	Maribel Hartsfield	(410) 555-0123	—	Payroll	Website form
Linwood Veterinary Group	C corporation	Gideon Linwood	(410) 555-0128	52-1094689	Payroll	Referral
Dockside Physical Therapy	S corporation	Renata Ostrowski	(410) 555-0125	52-1070932	Bookkeeping	Bank referral
Quillfeather Print Shop	Partnership	Ambrose Quillfeather	(410) 555-0124	52-1063013	Tax return	Referral
Eastport Youth Sailing	Nonprofit	Delphine Achebe	(410) 555-0127	52-1086770	Review	Chamber of commerce
Marlowe Street Bakery	Sole proprietor	Tomasz Marlowe	(410) 555-0126	52-1078851	Tax return	Website form
Gannet Point Wine Bar	S corporation	Rosalind Gannet	(410) 555-0132	52-1126365	Payroll	Website form
Pemberton Plumbing Supply	C corporation	Lyle Pemberton	(410) 555-0131	52-1118446	Review	Bank referral
Tern Island Charters	Partnership	Saoirse Dunleavy	(410) 555-0129	52-1102608	Tax return	Existing client

18 more rows

Engagements

14 sample rows · 9 columns

The first piece of work each new client signs for, and where it stands.

Engagement	Client	Service	Engagement status	Letter sent	Due	Quoted fee
Cutters Landing Chiropractic — 2025 tax return	Cutters Landing Chiropractic	Tax return	Delivered	Sep 17, 2026	Oct 15, 2026	$3,800
Lanternfish Yoga Studio — monthly bookkeeping	Lanternfish Yoga Studio	Bookkeeping	Delivered	Sep 21, 2026	Oct 15, 2026	$2,400
Tidewater Roofing — 2025 tax return	Tidewater Roofing	Tax return	In preparation	Sep 29, 2026	Oct 26, 2026	$3,900
Larkmoor Books — monthly bookkeeping	Larkmoor Books	Bookkeeping	In preparation	Sep 30, 2026	Oct 26, 2026	$2,100
Oyster Row Seafood — advisory retainer	Oyster Row Seafood	Advisory	In preparation	Sep 23, 2026	Oct 26, 2026	$10,400
Nightjar Coffee Roasters — payroll setup	Nightjar Coffee Roasters	Payroll	In preparation	Oct 2, 2026	Oct 26, 2026	$4,700
Corliss Home Inspections — 2025 tax return	Corliss Home Inspections	Tax return	In preparation	Oct 5, 2026	Oct 26, 2026	$1,800
Wrenfield Landscape Design — 2025 tax return	Wrenfield Landscape Design	Tax return	Letter sent	Oct 8, 2026	Oct 28, 2026	$3,300
Calloway Auto Detailing — monthly bookkeeping	Calloway Auto Detailing	Bookkeeping	Letter sent	Oct 9, 2026	Oct 28, 2026	$2,600
Haverstock Family Dentistry — advisory retainer	Haverstock Family Dentistry	Advisory	Letter sent	Oct 7, 2026	Oct 28, 2026	$11,500
Plover Cove Cafe — payroll setup	Plover Cove Cafe	Payroll	Letter sent	Oct 12, 2026	Oct 28, 2026	$4,300
Stonecrop Masonry Supply — reviewed financial statements	Stonecrop Masonry Supply	Review	Signed	Sep 22, 2026	Oct 29, 2026	$8,700

2 more rows

Document requests

28 sample rows · 5 columns

The records each client is asked to send, and whether they have arrived.

Record requested	Client	Document type	Requested	Received
Gannet Point Wine Bar — payroll reports	Gannet Point Wine Bar	Payroll reports	Oct 15, 2026	No
Gannet Point Wine Bar — bank statements	Gannet Point Wine Bar	Bank statements	Oct 15, 2026	No
Pemberton Plumbing Supply — prior-year return	Pemberton Plumbing Supply	Prior-year return	Oct 14, 2026	No
Pemberton Plumbing Supply — sales tax filings	Pemberton Plumbing Supply	Sales tax filings	Oct 14, 2026	No
Tern Island Charters — prior-year return	Tern Island Charters	Prior-year return	Oct 13, 2026	No
Tern Island Charters — bank statements	Tern Island Charters	Bank statements	Oct 13, 2026	No
Ashcombe Tutoring Center — prior-year return	Ashcombe Tutoring Center	Prior-year return	Oct 13, 2026	No
Brightmoor Dental Studio — bank statements	Brightmoor Dental Studio	Bank statements	Oct 12, 2026	No
Brightmoor Dental Studio — payroll reports	Brightmoor Dental Studio	Payroll reports	Oct 12, 2026	No
Brightmoor Dental Studio — loan documents	Brightmoor Dental Studio	Loan documents	Oct 12, 2026	No
Plover Cove Cafe — payroll reports	Plover Cove Cafe	Payroll reports	Oct 9, 2026	Yes
Calloway Auto Detailing — bank statements	Calloway Auto Detailing	Bank statements	Oct 8, 2026	Yes

16 more rows

Also included

Client portalClient portal
New inquiriesDigest
Intake boardStage rules
Engagement boardStage rules
Not a fitRow action
Intro call tomorrowNotificationReminds the assigned person the day before an intro call.
Engagement letterDocumentThe letter that confirms the work, the fee and the due date.

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Bogus Basin Road Homeowners Association	Delphine Aldershot	delphine.aldershot@canyonridgeinbox.net
Star Orchard Cooperative	Emmerich Ganzorig	emmerich.ganzorig@treasurevalleyinbox.net
Meridian Lofts Development Group	Oluwaseun Pratchett	oluwaseun.pratchett@canyonridgeinbox.net
Kuna Feed and Grain Supply	Thessaly Brightwater	thessaly.brightwater@treasurevalleyinbox.net

Larkspur Mill Bakery Group	250 and up	Anneliese Whitlock-Abara
Tidewater Freight Brokers	100 to 249	Bartholomew Fenwright
Ashgrove Dental Collective	25 to 99	Cordelia Stavros-Delacroix
Brindlewood Craft Brewing	Under 25	Desmond Hollenbeck

Okonjo — Family petition I-130	IM-26-301	Family petition
Cienfuegos — Adjustment of status I-485	IM-26-302	Adjustment of status
Vo — Naturalization N-400	IM-26-303	Naturalization
Anantharaman — Work visa I-129	IM-26-304	Work visa

INQ-26-101	Cyrus Fothergill	Fothergill Cold Storage
INQ-26-102	Bram Xiong	Xiong Precision Machining
INQ-26-103	Alaric Pellegrino	Pellegrino Orthodontics
INQ-26-104	Renata Valderrama	Valderrama Cabinetry

Sagebrush Bakery and Cafe	Ingrid Valtonen-Reese	(208) 555-0101
Treasure Valley Roofing	Emmett Vasquez-Lund	(208) 555-0102
Bogus Basin Ski Rentals	Dorothea Pryce	(208) 555-0103
Hollowell Family Dentistry	Percival Bellweather	(208) 555-0104

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

Intake board

Tables

Clients

Engagements

Document requests

Also included

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