Accounting firm

Foxmere Point CPA · Accounting firm · Burlington, VT

Lucia Sandoval is the practice manager at Foxmere Point CPA, a six-person CPA firm in Burlington, and she keeps everyone's licenses, busy-season schedules and new-hire onboarding in one place so nothing lapses between tax deadlines.

Legal and professional Team and HRChecklists4 tables · 5 views · 1 form · 1 digest · 2 checklists · 1 notification · 1 agent

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All credentials

Licenses and certifications

Credential	Number	Held by	Kind	Issued	Expires	Renewal fee
Perpetua Linnell, Notary commission	FP-NTY-4120	Perpetua Linnell	Notary commission	Sep 25, 2022	Sep 24, 2026	$60
Dmitri Okonkwo-Vance, Enrolled agent	FP-EA-4113	Dmitri Okonkwo-Vance	Enrolled agent	Oct 26, 2023	Oct 25, 2026	$140
Thessaly Quarles, ProAdvisor	FP-QBP-4109	Thessaly Quarles	ProAdvisor	Oct 30, 2025	Oct 30, 2026	$0
Barnaby Echeverria-Holt, Ethics course	FP-ETH-4102	Barnaby Echeverria-Holt	Ethics course	Nov 8, 2025	Nov 8, 2026	$85
Barnaby Echeverria-Holt, Tax update course	FP-TUC-4105	Barnaby Echeverria-Holt	Tax update course	Nov 23, 2025	Nov 23, 2026	$395
Dmitri Okonkwo-Vance, Tax update course	FP-TUC-4118	Dmitri Okonkwo-Vance	Tax update course	Nov 23, 2025	Nov 23, 2026	$395
Thessaly Quarles, CPA license	FP-CPA-4106	Thessaly Quarles	CPA license	Nov 26, 2023	Nov 25, 2026	$240
Barnaby Echeverria-Holt, PTIN	FP-PTN-4101	Barnaby Echeverria-Holt	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Thessaly Quarles, PTIN	FP-PTN-4107	Thessaly Quarles	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Dmitri Okonkwo-Vance, PTIN	FP-PTN-4114	Dmitri Okonkwo-Vance	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Perpetua Linnell, PTIN	FP-PTN-4119	Perpetua Linnell	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Hiro Abernathy-Sato, PTIN	FP-PTN-4125	Hiro Abernathy-Sato	PTIN	Jan 1, 2026	Jan 1, 2027	$0

16 more rows

Tables

Licenses and certifications

28 sample rows · 10 columns

Every license, registration and course certificate the firm's people hold, with its number, expiry and renewal fee.

Credential	Number	Held by	Kind	Issued	Expires	Renewal fee
Perpetua Linnell, Notary commission	FP-NTY-4120	Perpetua Linnell	Notary commission	Sep 25, 2022	Sep 24, 2026	$60
Dmitri Okonkwo-Vance, Enrolled agent	FP-EA-4113	Dmitri Okonkwo-Vance	Enrolled agent	Oct 26, 2023	Oct 25, 2026	$140
Thessaly Quarles, ProAdvisor	FP-QBP-4109	Thessaly Quarles	ProAdvisor	Oct 30, 2025	Oct 30, 2026	$0
Barnaby Echeverria-Holt, Ethics course	FP-ETH-4102	Barnaby Echeverria-Holt	Ethics course	Nov 8, 2025	Nov 8, 2026	$85
Barnaby Echeverria-Holt, Tax update course	FP-TUC-4105	Barnaby Echeverria-Holt	Tax update course	Nov 23, 2025	Nov 23, 2026	$395
Dmitri Okonkwo-Vance, Tax update course	FP-TUC-4118	Dmitri Okonkwo-Vance	Tax update course	Nov 23, 2025	Nov 23, 2026	$395
Thessaly Quarles, CPA license	FP-CPA-4106	Thessaly Quarles	CPA license	Nov 26, 2023	Nov 25, 2026	$240
Barnaby Echeverria-Holt, PTIN	FP-PTN-4101	Barnaby Echeverria-Holt	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Thessaly Quarles, PTIN	FP-PTN-4107	Thessaly Quarles	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Dmitri Okonkwo-Vance, PTIN	FP-PTN-4114	Dmitri Okonkwo-Vance	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Perpetua Linnell, PTIN	FP-PTN-4119	Perpetua Linnell	PTIN	Jan 1, 2026	Jan 1, 2027	$0
Hiro Abernathy-Sato, PTIN	FP-PTN-4125	Hiro Abernathy-Sato	PTIN	Jan 1, 2026	Jan 1, 2027	$0

16 more rows

Staff files

6 sample rows · 12 columns

One file per person: onboarding stage, paperwork, study hours for the year and every credential they hold.

Person	Team member	Onboarding	Paperwork filed	Study hours needed	Study hours done	Review due
Lucia Sandoval	Lucia Sandoval	Complete	Yes	40	38	Nov 15, 2026
Barnaby Echeverria-Holt	Barnaby Echeverria-Holt	Complete	Yes	40	29	Dec 20, 2026
Thessaly Quarles	Thessaly Quarles	Complete	Yes	40	22	Oct 26, 2026
Dmitri Okonkwo-Vance	Dmitri Okonkwo-Vance	Complete	Yes	60	41	Jan 24, 2027
Perpetua Linnell	Perpetua Linnell	Complete	Yes	40	16	Nov 30, 2026
Hiro Abernathy-Sato	Hiro Abernathy-Sato	Paperwork	No	40	0	Dec 5, 2026

Busy-season coverage

18 sample rows · 5 columns

Who is on extended hours, training, client sites or away, one week at a time.

Week	Person	Week of	Kind	Hours
Extension-deadline week: Lucia Sandoval	Lucia Sandoval	Oct 19, 2026	Extended hours	48
Extension-deadline week: Barnaby Echeverria-Holt	Barnaby Echeverria-Holt	Oct 19, 2026	Extended hours	52
Extension-deadline week: Thessaly Quarles	Thessaly Quarles	Oct 19, 2026	Extended hours	50
Extension-deadline week: Dmitri Okonkwo-Vance	Dmitri Okonkwo-Vance	Oct 19, 2026	Extended hours	55
Extension-deadline week: Perpetua Linnell	Perpetua Linnell	Oct 19, 2026	Extended hours	46
First busy stretch, week one: Hiro Abernathy-Sato	Hiro Abernathy-Sato	Oct 19, 2026	Shadowing	40
First busy stretch, week two: Hiro Abernathy-Sato	Hiro Abernathy-Sato	Oct 26, 2026	Shadowing	40
Retreat at Lake Champlain: Dmitri Okonkwo-Vance	Dmitri Okonkwo-Vance	Nov 9, 2026	Training	16
Retreat at Lake Champlain: Barnaby Echeverria-Holt	Barnaby Echeverria-Holt	Nov 9, 2026	Training	16
Retreat at Lake Champlain: Thessaly Quarles	Thessaly Quarles	Nov 9, 2026	Training	16
Family leave, week one: Perpetua Linnell	Perpetua Linnell	Nov 16, 2026	Out of office	0
Family leave, week two: Perpetua Linnell	Perpetua Linnell	Nov 23, 2026	Out of office	0

6 more rows

Also included

New hire onboardingChecklist
Credential renewalChecklist
Credentials to renewDigest
Credential expiringNotificationWarns the practice manager a month before a credential expires.

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Okonkwo v. Meridian Tile Works, foreman deposition	Deposition	Hawthorne & Redd LLP
Estate of Halloran, probate hearing	Court hearing	Delacourt Mitchell Group
Brightwater Freight v. Calloway Haulage, arbitration day one	Arbitration	Ostrander Law Offices
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Obadiah Fairweather-Lund, professional engineer license	RCE-PE-7101	Professional engineer license
Obadiah Fairweather-Lund, osha 30-hour card	RCE-OSH-7102	OSHA 30-hour card
Obadiah Fairweather-Lund, first aid and cpr	RCE-AID-7103	First aid and CPR
Imogen Castellanos-Reyes, professional engineer license	RCE-PE-7104	Professional engineer license

Leocadia Ferncliffe-Obuya	Attorney	Full time
Barnabas Quennell-Adeyemi	Attorney	Part time
Hyacinth Strobridge-Luna	Paralegal	Full time
Ferdinand Oakeshott-Pillay	Paralegal	Full time

Odalys Frisk-Mbeki	Senior consultant	Salaried
Ferdinand Quillfeather-Osei	Engagement manager	Salaried
Yevgenia Hollander-Ncube	Consultant	Salaried
Barnaby Tolliver-Achebe	Analyst	Salaried

Bartholomew Ferreira-Lund	Partner attorney	(253) 555-0151
Odalys Vandenberg-Shah	Partner attorney	(253) 555-0152
Cassius Mbeki-Rowe	Associate attorney	(253) 555-0153
Philippa Nakagawa-Burke	Associate attorney	(253) 555-0154

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All credentials

Tables

Licenses and certifications

Staff files

Busy-season coverage

Also included

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