Active engagements
2
In review
1
Draft scope
1
Next deadline
This week
Next Delivery Control
Confirm missing purchase invoices
Engagement Management keeps the next client-delivery action connected to scope, document readiness, review, and closeout.
Lifecycle Control
Proposal to closeout flow
Engagements stay aligned to the solo CPA operating flow: approved commercial work becomes scoped delivery, then review, billing, and closeout.
Step 1
Draft scope
Step 2
Client approved
Step 3
In progress
Step 4
Waiting documents
Step 5
Review pending
Step 6
Delivered
Step 7
Billed
Step 8
Closed
Santos Trading
Monthly filing readiness engagement
Prepare bookkeeping review support and filing readiness notes from complete client source documents.
Service line
Bookkeeping and filing support
Target
This week
Value
PHP 18,000
Reyes Dental Clinic
Initial compliance setup engagement
Define the first scoped service engagement before client documents and deadlines are formally tracked.
Service line
Practice setup and compliance onboarding
Target
This week
Value
PHP 12,500
Dela Cruz Foods
Quarterly reporting closeout
Complete final management-report review and prepare client delivery after partner approval.
Service line
Management reporting
Target
Tomorrow
Value
PHP 25,000