Bookkeeping practice
Willowmere Station Bookkeeping · Bookkeeping practice · Olympia, WA
Nikolai Okonkwo-Reid owns Willowmere Station Bookkeeping, a five-person practice in Olympia, and uses this to lay each week's month-end closes across his bookkeepers on a timeline so nobody is booked twice and no client's close slips.
Legal and professionalSchedulingTimeline3 tables · 4 views · 1 form · 1 dashboard · 1 notification · 1 stage rule set · 1 agent
Use this templateClose timeline
Close jobsTables
Close jobs
33 sample rows · 13 columnsEvery month-end close and other books job on the calendar: which client, which bookkeeper, which hours.
| Job | Client | Job type | Bookkeeper | Starts | Ends | Work began |
|---|---|---|---|---|---|---|
| Larkfield Veterinary Clinic — month-end close | Larkfield Veterinary Clinic | Saoirse Pellegrino-Hale | Oct 12, 3:30 PM | Oct 13, 12:00 AM | Oct 12, 2026 | |
| Corvane Dental Studio — month-end close | Corvane Dental Studio | Rosalind Dagenhart | Oct 12, 8:00 PM | Oct 13, 7:30 PM | Oct 12, 2026 | |
| Brightwater Tile & Stone — month-end close | Brightwater Tile & Stone | Calloway Abernathy-Wu | Oct 13, 3:30 PM | Oct 14, 12:00 AM | Oct 13, 2026 | |
| Saltmarsh Print Shop — month-end close | Saltmarsh Print Shop | Ignatius Brightmoor | Oct 13, 8:00 PM | Oct 14, 12:00 AM | Oct 13, 2026 | |
| Mercer Street Bakery — payroll tie-out | Mercer Street Bakery | Saoirse Pellegrino-Hale | Oct 14, 3:30 PM | Oct 14, 7:30 PM | Oct 14, 2026 | |
| Kestrel Landscaping — month-end close | Kestrel Landscaping | Kwabena Thistlewood | Oct 14, 3:30 PM | Oct 14, 7:30 PM | Oct 14, 2026 | |
| Pelham & Voss Architects — bank reconciliation | Pelham & Voss Architects | Rosalind Dagenhart | Oct 14, 8:00 PM | Oct 16, 12:00 AM | Oct 14, 2026 | |
| Pembrook Hardware — bank reconciliation | Pembrook Hardware | Calloway Abernathy-Wu | Oct 15, 3:30 PM | Oct 15, 7:30 PM | Oct 15, 2026 | |
| Dunmore Auto Glass — bank reconciliation | Dunmore Auto Glass | Ignatius Brightmoor | Oct 15, 3:30 PM | Oct 16, 12:00 AM | Oct 15, 2026 | |
| Tamsin Rowe Photography — month-end close | Tamsin Rowe Photography | Saoirse Pellegrino-Hale | Oct 15, 3:30 PM | Oct 16, 12:00 AM | Oct 15, 2026 | |
| Corvane Dental Studio — payroll tie-out | Corvane Dental Studio | Saoirse Pellegrino-Hale | Oct 15, 3:30 PM | Oct 15, 7:30 PM | Oct 15, 2026 | |
| Quillfeather Books & Cafe — sales tax return | Quillfeather Books & Cafe | Kwabena Thistlewood | Oct 15, 8:00 PM | Oct 16, 7:30 PM | Oct 15, 2026 |
Clients
14 sample rows · 11 columnsThe small businesses whose books the practice keeps, with their software and billing rate.
| Client | Client code | Owner | Phone | Books kept in | Billing rate | |
|---|---|---|---|---|---|---|
| Brightwater Tile & Stone | WS-101 | Ottilie Brackenridge | (360) 555-0161 | ottilie.brackenridge@brightwatertilestone-wa.com | $80 | |
| Corvane Dental Studio | WS-102 | Anselm Corvane | (360) 555-0162 | anselm.corvane@corvanedentalstudio-wa.com | $90 | |
| Dunmore Auto Glass | WS-110 | Hester Dunmore | (360) 555-0170 | hester.dunmore@dunmoreautoglass-wa.com | $75 | |
| Ironwood Fabrication | WS-106 | Ruben Castellanos | (360) 555-0166 | ruben.castellanos@ironwoodfabrication-wa.com | $85 | |
| Kestrel Landscaping | WS-111 | Bartholomew Oyelowo | (360) 555-0171 | bartholomew.oyelowo@kestrellandscaping-wa.com | $65 | |
| Larkfield Veterinary Clinic | WS-105 | Mirela Stanescu | (360) 555-0165 | mirela.stanescu@larkfieldveterinaryclinic-wa.com | $95 | |
| Mercer Street Bakery | WS-109 | Jovan Lindgren-Ames | (360) 555-0169 | jovan.lindgrenames@mercerstreetbakery-wa.com | $70 | |
| Oakhaven Physical Therapy | WS-108 | Delphine Achterberg | (360) 555-0168 | delphine.achterberg@oakhavenphysicaltherapy-wa.com | $90 | |
| Pelham & Voss Architects | WS-112 | Isadora Voss | (360) 555-0172 | isadora.voss@pelhamvossarchitects-wa.com | $95 | |
| Pembrook Hardware | WS-103 | Tilda Pembrook | (360) 555-0163 | tilda.pembrook@pembrookhardware-wa.com | $75 | |
| Quillfeather Books & Cafe | WS-113 | Marchetta Dunleavy | (360) 555-0173 | marchetta.dunleavy@quillfeatherbookscafe-wa.com | $70 | |
| Rushmoor Plumbing | WS-114 | Kenneth Rushmoor | (360) 555-0174 | kenneth.rushmoor@rushmoorplumbing-wa.com | $80 |
Also included
- Close board
- Waiting on clientTells the bookkeeper when a job is parked waiting for a client's records.
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