Good morning, Sarah. 17 clients need attention.
Needs client 9 Needs us 4 Waiting 2 Ready to sign 2 Complete 31 BW Ben Wilson Signature — 2027 engagement letter 2 days MN Marama Ngata ANZ statement — August 5 days HR Hollis & Reed Partnership AML re-verification 1 day TA Te Awa Orchards Ltd GST return review 3 hours PR Priya Raman Shareholder confirmation 6 days Client
Ben Wilson Bridge Point Limited · Wilson Family Trust · Property Holdings Limited
Open requests 2
Documents 47
Signatures 13 + Ask Ben for something Creates the request, the notification, the reminder sequence and the audit trail. Nobody chases anything three times.
Relationship 2027 Engagement Letter signed Today Sarah lodged your GST return 26 Sep Sarah requested shareholder confirmation 24 Sep 2026 Financial Statements issued 18 Aug The absolute rule
Workpapers, AML steps, review states, staff assignments, 37 internal tasks — none of it crosses the line. Ben sees: “Your accounts are being reviewed. Nothing needed from you.”