LedgerWorksOS

Daily Work Queue

Setup in progress - 3 of 5 foundation steps completed. Review the operational queue generated from demo workspace signals.

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Demo Workspace Mode

You are viewing sample operational data. Read actions are enabled; write actions require workspace owner authentication.

Today's CPA Operating Queue

Control the work in operational order

This queue is generated from the same demo workspace signals used by the command center: deadlines, document deficiencies, proposals, engagements, books close, billing, and client communication.

1Review deadline exposureCheck due-soon, overdue, pending-review, and exposure-risk deadlines before delivery work.Open2Review missing client documentsResolve missing client evidence before documents block submission or closeout.Open3Review pending proposalsMove proposal work through client approval before it becomes an engagement.Open4Review open engagementsConfirm scope, milestones, owner review, and next delivery action.Open5Review books close blockersClear close blockers, source documents, sign-offs, and export readiness.Open6Review billing follow-upSeparate access, auth, invoice, and revenue follow-up before treating billing as complete.Open7Review client communication tasksCheck client-visible requests, draft messages, and approval boundaries.Open

Workflow map

Practice workflow

The daily queue is the review layer for client work, document blockers, dated obligations, books support, and final owner sign-off.

Current optimization

Make final judgment and sign-off visible before handoff or delivery.

Handoff rule

Close only after owner review, waiting states, and delivery labels are explicit.

Ready signal

Review owner, decision, and next route are recorded or clearly queued.

1SetupPractice profile, capacity, service focusGuided onboarding2LeadQualified prospect and offer fitGrowth3ClientOnboarding, tasks, contacts, follow-upClients4DocumentsVault evidence and review-ready filesDocuments5CalendarDue dates, agenda, and remindersCalendar6BooksInternal ledger support and close packBooks7BillingPlan posture, invoices, and support pathBilling8ReviewReviewed action, export, or client handoffDaily queue

First Action Sequence

Start with this

A short sequence for the next practical move, based on the setup context available today.

Onboarding Not StartedWorkspace GenericPath Pending

Recommended lane

Personalized path pending

A more specific lane appears after guided setup begins.

Start onboardingOpen next-step focus

Work areas

Where to go next

Open the workspace area that matches the task you are ready to finish.

Action 1->

Start guided onboarding

Set the CPA context, goal, and capacity that will drive the launch queue.

Action 2->

Preview first 10K playbook

See the revenue workflow that the command center will feed once your setup is in place.

Action 3->

Review the next-step queue

See the order of work the dashboard will surface once the setup starts taking shape.

Action 4->

Open workspace overview

Inspect the fallback command-center view before the launch context is fully configured.

Staff Workflow

Workload and assignment posture

Sprint 8 starts turning the daily queue into a light operating board for staff load, client tasks, and review ownership.

Open

3

Waiting

3

Signed off

1

Operations lead

2 review

2 open - 0 waiting - 0 signed off

Founder

1 review

1 open - 1 waiting - 1 signed off

Client contact

0 review

0 open - 2 waiting - 0 signed off

Solo workload mode

Staff workflow is ready, but this workspace does not have active non-owner teammates yet.

Review Control

Tasks needing review or sign-off

Review control stays close to client work so assignment, waiting states, and sign-off are visible from the operator queue.

Needs ReviewOpen

Prepare quarterly estimate review

Marco Santos - Founder - In 3 days

Pull the latest revenue snapshot and prepare a short recommendation note before the call.

Review locked
Needs ReviewOpen

Request the missing contribution support

Paula Reyes - Operations lead - Today

Escalate the missing support request and set a hard confirmation time before the filing cut-off.

Review locked
Needs ReviewOpen

Review submitted BIR registration copy

Alyssa Mendoza - Operations lead - Today

Review the uploaded copy and request a sharper rescan if the current document is incomplete.

Review locked
Waiting on ClientWaiting

Check if filing can proceed with partial support

Paula Reyes - Founder - Tomorrow

Review the partial submission and decide whether the client needs a formal risk notice.

Review locked