Bookkeeping practice
Galewood Row Bookkeeping · Bookkeeping practice · Portland, ME
Mateo Abernethy owns Galewood Row Bookkeeping, a Portland bookkeeping practice, and uses this to take each client's month-end close from the opening call to the hand-back without a step slipping, with every bookkeeper's schedule on one timeline.
Legal and professionalProjectsTimeline4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 notification · 2 stage rule sets · 1 agent
Use this templateClose timeline
Close stepsTables
Close steps
45 sample rows · 9 columnsEvery step of every month-end close: who does it, when it starts and ends, and whether it is moving.
| Step | Close | Step type | Owner | Starts | Ends | Status |
|---|---|---|---|---|---|---|
| Marlowe & Quist — reconcile accounts | Marlowe & Quist — september close | Perpetua Vasilakis | Sep 29, 1:00 PM | Oct 8, 8:30 PM | ||
| Larkspur Lane — collect records | Larkspur Lane — september close | Wilfrida Hargreave-Osei | Oct 1, 2:00 PM | Oct 7, 8:00 PM |
Closes
9 sample rows · 14 columnsOne month-end close for one client, from the kickoff call to the handoff meeting.
| Close | Client | Month closed | Lead | Status | Kickoff | Handoff due |
|---|---|---|---|---|---|---|
| Cobalt Ridge — august close | Cobalt Ridge Tile & Stone | Cressida Valtonen | Aug 28, 2026 | Sep 9, 2026 | ||
| Pennywhistle — august close | Pennywhistle Pastry Works | Ebenezer Quarshie-Dunn | Sep 1, 2026 | Sep 11, 2026 | ||
| Windward — september close | Windward Physical Therapy | Cressida Valtonen | Sep 16, 2026 | Oct 5, 2026 | ||
| Hollis Fenwick — september close | Hollis Fenwick Dental Care | Cressida Valtonen | Sep 18, 2026 | Oct 8, 2026 | ||
| Tern Island — september close | Tern Island Kayak Outfitters | Ebenezer Quarshie-Dunn | Sep 23, 2026 | Oct 9, 2026 | ||
| Marlowe & Quist — september close | Marlowe & Quist Surveying | Cressida Valtonen | Sep 23, 2026 | Oct 12, 2026 | ||
| Larkspur Lane — september close | Larkspur Lane Veterinary | Ebenezer Quarshie-Dunn | Sep 30, 2026 | Oct 14, 2026 | ||
| Northgate — october close | Northgate Auto Glass | Perpetua Vasilakis | Oct 6, 2026 | Oct 16, 2026 | ||
| Bramble & Thorne — october close | Bramble & Thorne Landscaping | Anselm Okafor-Lindgren | Oct 8, 2026 | Oct 20, 2026 |
Clients
12 sample rows · 10 columnsThe small businesses whose books are closed each month, with their software and monthly fee.
| Client | Client code | Owner | Phone | Books kept in | Status | Client since |
|---|---|---|---|---|---|---|
| Bramble & Thorne Landscaping | GR-110 | Sunniva Petrakis-Doyle | (207) 555-0160 | Oct 6, 2025 | ||
| Cobalt Ridge Tile & Stone | GR-101 | Hartmut Ellsworth-Nkemelu | (207) 555-0151 | Oct 6, 2019 | ||
| Fernside Pottery Studio | GR-112 | Isolde Rennick-Abara | (207) 555-0162 | Oct 6, 2025 | ||
| Hollis Fenwick Dental Care | GR-103 | Anwar Castellanos-Fry | (207) 555-0153 | Oct 6, 2017 | ||
| Larkspur Lane Veterinary | GR-106 | Philippa Nakagawa-Stroud | (207) 555-0156 | Oct 6, 2023 | ||
| Marlowe & Quist Surveying | GR-105 | Leocadia Fairweather-Nwosu | (207) 555-0155 | Oct 6, 2020 | ||
| Northgate Auto Glass | GR-107 | Evander Mwangi-Bell | (207) 555-0157 | Oct 6, 2024 | ||
| Pennywhistle Pastry Works | GR-102 | Octavian Rask-Mbatha | (207) 555-0152 | Oct 6, 2021 | ||
| Quarry Street Print Shop | GR-111 | Lysander Cho-Abernathy | (207) 555-0161 | Oct 6, 2020 | ||
| Saltbox Coffee Roasters | GR-108 | Ottoline Ferreira-Wynn | (207) 555-0158 | Oct 6, 2022 | ||
| Tern Island Kayak Outfitters | GR-104 | Briony Halvorsen-Adeyemi | (207) 555-0154 | Oct 6, 2022 | ||
| Windward Physical Therapy | GR-109 | Rafferty Okoro-Linde | (207) 555-0159 | Oct 6, 2018 |
Also included
- Step board
- Close board
- Step blockedTells the close lead the moment a step is parked waiting on the client.
Related templates
- Consulting firmRaman Operations Partners5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agentDashboards
- IT consultancyEmberwick Junction Technology Advisors4 tables · 5 views · 1 form · 2 dimension sets · 1 document · 1 notification · 2 stage rule sets · 1 agentTimeline
- Personal injury firmQuaintree Row Injury Law4 tables · 7 views · 1 form · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 checklist · 1 notification · 1 agentClient portals
- Private investigation agencyLarkhaven Junction Investigations4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentTimeline
- Translation agencySaltmeadow Park Translations4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentTimeline
- Accounting firmAlbright Tillman CPA Group5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentLinked tables