Bookkeeping practice

Thornhollow Landing Bookkeeping · Bookkeeping practice · Burlington, VT

Kalani Pemberton owns Thornhollow Landing Bookkeeping, a five-person firm on Lake Champlain, and she uses this to make sure each question a client sends by form, email, phone or booked call is answered and then wrapped up before the week runs out.

Legal and professional Customer serviceBookings4 tables · 6 views · 1 form · 3 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent

Use this template

Request board

Client requests

New4

Missing receipt — Grayling BrewingGrayling Brewing SupplyReceipt question

Sales tax return — Ferrous Lane, JuneFerrous Lane WeldingSales tax filing

Payroll check — Northcove PhysicalNorthcove Physical TherapyPayroll question

Set up a new service — Oldmill CarpentryOldmill CarpentryNew service setup

In progress7

Close the books — Alder Street, SeptemberAlder Street VeterinaryMonthly close

Payroll check — Lantern HillLantern Hill LandscapingPayroll question

Sales tax return — Waterfront Tea, JulyWaterfront Tea HouseSales tax filing

Year-end packet — Pennywhistle ToyPennywhistle Toy RepairYear-end documents

Close the books — Grayling Brewing, MayGrayling Brewing SupplyMonthly close

2 more

Waiting on client5

Year-end packet — Tillbrook DentalTillbrook Dental StudioYear-end documents

Missing receipt — Sugarbush MapleSugarbush Maple WorksReceipt question

Sales tax return — Larkfield Print, JuneLarkfield Print ShopSales tax filing

Close the books — Oldmill Carpentry, NovemberOldmill CarpentryMonthly close

Payroll check — Moss andMoss and Marrow BakeryPayroll question

Closed14

Missing receipt — Moss andMoss and Marrow BakeryReceipt question

Payroll check — Ferrous LaneFerrous Lane WeldingPayroll question

Close the books — Driftwood Pottery, JulyDriftwood Pottery Co-opMonthly close

Sales tax return — Alder Street, DecemberAlder Street VeterinarySales tax filing

Set up a new service — Lantern HillLantern Hill LandscapingNew service setup

9 more

Tables

Client requests

30 sample rows · 13 columns

Every question or job a client sends, however it arrives, and how far it has got toward closed.

Request	Client	What it is	Came in by	Status	Handled by	Received
Missing receipt — Grayling Brewing	Grayling Brewing Supply	Receipt question	Web form	New	Brannock Fairweather-Oduya	Oct 5, 2026
Payroll check — Northcove Physical	Northcove Physical Therapy	Payroll question	Phone	New	Ignatius Holloway-Cho	Oct 5, 2026
Sales tax return — Ferrous Lane, June	Ferrous Lane Welding	Sales tax filing	Email	New	Seraphine Larkspur-Mbeki	Oct 4, 2026
Set up a new service — Oldmill Carpentry	Oldmill Carpentry	New service setup	Web form	New	Kalani Pemberton	Oct 4, 2026
Close the books — Alder Street, September	Alder Street Veterinary	Monthly close	Email	In progress	Brannock Fairweather-Oduya	Oct 3, 2026
Payroll check — Lantern Hill	Lantern Hill Landscaping	Payroll question	Web form	In progress	Seraphine Larkspur-Mbeki	Oct 2, 2026
Year-end packet — Tillbrook Dental	Tillbrook Dental Studio	Year-end documents	Email	Waiting on client	Kalani Pemberton	Oct 2, 2026
Missing receipt — Moss and	Moss and Marrow Bakery	Receipt question	Web form	Closed	Brannock Fairweather-Oduya	Oct 2, 2026
Sales tax return — Alder Street, December	Alder Street Veterinary	Sales tax filing	Phone	Closed	Kalani Pemberton	Oct 2, 2026
Payroll check — Waterfront Tea	Waterfront Tea House	Payroll question	Email	Closed	Ignatius Holloway-Cho	Oct 2, 2026
Payroll check — Grayling Brewing	Grayling Brewing Supply	Payroll question	Web form	Closed	Seraphine Larkspur-Mbeki	Oct 2, 2026
Sales tax return — Waterfront Tea, July	Waterfront Tea House	Sales tax filing	Booked call	In progress	Ignatius Holloway-Cho	Oct 1, 2026

18 more rows

Check-in calls

16 sample rows · 7 columns

The calls clients book with the team, each tied to the request it is about.

Call	Client	About request	Topic	Call time	Status	Taken by
Check-in call — Larkfield Print Shop	Larkfield Print Shop	Payroll check — Larkfield Print	Payroll question	Sep 29, 6:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Driftwood Pottery Co-op	Driftwood Pottery Co-op	Close the books — Driftwood Pottery, July	Monthly close	Sep 30, 2:00 PM	Done	Ignatius Holloway-Cho
Check-in call — Lantern Hill Landscaping (second)	Lantern Hill Landscaping	Set up a new service — Lantern Hill	New service setup	Oct 1, 3:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Grayling Brewing Supply (second)	Grayling Brewing Supply	Close the books — Grayling Brewing, May	Monthly close	Oct 1, 5:30 PM	Done	Brannock Fairweather-Oduya
Check-in call — Sugarbush Maple Works	Sugarbush Maple Works	Missing receipt — Sugarbush Maple	Receipt question	Oct 1, 7:00 PM	Cancelled	Brannock Fairweather-Oduya
Check-in call — Oldmill Carpentry	Oldmill Carpentry	Close the books — Oldmill Carpentry, November	Monthly close	Oct 2, 1:30 PM	Done	Ignatius Holloway-Cho
Check-in call — Waterfront Tea House	Waterfront Tea House	Sales tax return — Waterfront Tea, July	Sales tax filing	Oct 2, 2:30 PM	Done	Ignatius Holloway-Cho
Check-in call — Pennywhistle Toy Repair	Pennywhistle Toy Repair	Sales tax return — Pennywhistle Toy, August	Sales tax filing	Oct 2, 3:00 PM	Done	Kalani Pemberton
Check-in call — Northcove Physical Therapy (second)	Northcove Physical Therapy	Missing receipt — Northcove Physical	Receipt question	Oct 2, 8:00 PM	No-show	Seraphine Larkspur-Mbeki
Check-in call — Ferrous Lane Welding	Ferrous Lane Welding	Sales tax return — Ferrous Lane, June	Sales tax filing	Oct 6, 6:00 PM	Booked	Seraphine Larkspur-Mbeki
Check-in call — Grayling Brewing Supply	Grayling Brewing Supply	Missing receipt — Grayling Brewing	Receipt question	Oct 7, 2:00 PM	Booked	Brannock Fairweather-Oduya
Check-in call — Northcove Physical Therapy	Northcove Physical Therapy	Payroll check — Northcove Physical	Payroll question	Oct 8, 3:30 PM	Booked	Ignatius Holloway-Cho

4 more rows

Clients

14 sample rows · 11 columns

The small businesses the practice keeps books for, with their plan and hourly rate.

Client	Contact	Email	Phone	Plan	Hourly rate	Client since
Alder Street Veterinary	Giselle Harcourt-Mensah	giselle.harcourtmensah@lakecitymailroom.com	(802) 555-0111	Monthly close	$120	Nov 19, 2024
Burnside Yoga Collective	Noelle Birchwood-Tan	noelle.birchwoodtan@lakecitymailroom.com	(802) 555-0117	Quarterly review	$90	Apr 17, 2023
Driftwood Pottery Co-op	Vivienne Vickery-Obi	vivienne.vickeryobi@greenmountaininbox-mail.org	(802) 555-0110	Payroll add-on	$90	Feb 24, 2025
Ferrous Lane Welding	Lorcan Abbott-Lindqvist	lorcan.abbottlindqvist@champlainpostbox-mail.net	(802) 555-0109	Hourly only	$60	Jun 1, 2025
Grayling Brewing Supply	Ignatius Zimmerman-Ejiofor	ignatius.zimmermanejiofor@champlainpostbox-mail.net	(802) 555-0106	Monthly close	$120	Mar 19, 2026
Lantern Hill Landscaping	Imogen Foxworth-Diallo	imogen.foxworthdiallo@champlainpostbox-mail.net	(802) 555-0115	Payroll add-on	$90	Oct 28, 2023
Larkfield Print Shop	Briony Ashcombe-Vale	briony.ashcombevale@greenmountaininbox-mail.org	(802) 555-0116	Hourly only	$60	Jul 23, 2023
Moss and Marrow Bakery	Dashiell Ingersoll-Nwosu	dashiell.ingersollnwosu@greenmountaininbox-mail.org	(802) 555-0107	Monthly close	$90	Dec 12, 2025
Northcove Physical Therapy	Juniper Hepworth-Salazar	juniper.hepworthsalazar@lakecitymailroom.com	(802) 555-0114	Monthly close	$150	Feb 2, 2024
Oldmill Carpentry	Xiomara Thorne-Valdes	xiomara.thornevaldes@champlainpostbox-mail.net	(802) 555-0118	Monthly close	$120	Jan 10, 2023
Pennywhistle Toy Repair	Kestrel Jarvis-Okello	kestrel.jarvisokello@champlainpostbox-mail.net	(802) 555-0112	Hourly only	$60	Aug 14, 2024
Sugarbush Maple Works	Orson Kendrick-Abara	orson.kendrickabara@greenmountaininbox-mail.org	(802) 555-0113	Quarterly review	$90	May 9, 2024

2 more rows

Views

Call calendar

Check-in calls

October 2026

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1Check-in call — Grayling Brewing Supply (second)Check-in call — Sugarbush Maple Works+1

2Check-in call — Waterfront Tea HouseCheck-in call — Northcove Physical Therapy (second)+2

6Check-in call — Ferrous Lane Welding

7Check-in call — Grayling Brewing Supply

8Check-in call — Northcove Physical Therapy

9Check-in call — Tillbrook Dental Studio

12Check-in call — Tillbrook Dental Studio (second)

13Check-in call — Moss and Marrow Bakery

14Check-in call — Lantern Hill Landscaping

Forms and booking

Ask your bookkeeper

Form

Ask your bookkeeperThe page behind the Ask a question button on the practice site, used by any client between monthly closes.

In a few words, what do you need? *

Which business are you with?

Which of these is closest? *Receipt questionMonthly closePayroll questionSales tax filingYear-end documentsNew service setup

Send to the team

Book a check-in call

Booking page

Book a check-in call30 minutes

Monday09:00 – 16:30
Tuesday09:00 – 16:30
Wednesday09:00 – 16:30
Thursday09:00 – 16:30
Friday09:00 – 16:30

Your details

What would you like to talk through? *

Which business are you with?

Which of these is closest?Receipt questionMonthly closePayroll questionSales tax filingYear-end documentsNew service setup

Book

Also included

Waiting on a clientDigest
Request boardStage rules
Call bookedNotificationGives the bookkeeper a prompt as soon as a client books a call so the ledger is open beforehand.
Mark waiting on clientRow action

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Accounting firmVineholt Harbor CPA4 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentClient portals

Accounting firmSilverbirch Hill CPA4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agentDimensions

Architecture practiceIvybridge Way Architects3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agentDashboards

Brandt and Okeke household	Ilse Brandt	ilse.brandt@capitalcitypostbox.net
Villareal family	Esteban Villareal	esteban.villareal@fourlakesmail.com
Thorne household	Prudence Thorne	prudence.thorne@isthmusinbox.org
Adeyemi and Larsson household	Funmilayo Adeyemi	funmilayo.adeyemi@capitalcitypostbox.net

Pre-hire checks on five delivery drivers	HGI-26-101	Delivered
Activity check on a lifting-injury claim	HGI-26-102	Delivered
Locate a witness for a deposition	HGI-26-103	Delivered
Serve a complaint on a registered agent	HGI-26-104	Delivered

Brandywine Roofing — 2025 Form 1120-S	ENG-26-101	Tax return
Hollis Ridge Dental — 2025 Form 1065	ENG-26-102	Tax return
Mercer Street Bakehouse — 2025 Form 1120-S	ENG-26-103	Tax return
Nwankwo Freight — 2025 Form 1120	ENG-26-104	Tax return

Severn River Kayak Rentals	S corporation	Piper Wannamaker
Bellweather Dog Grooming	Sole proprietor	Corinne Abdelaziz
Crabtree & Lowell Architects	Partnership	Joss Lowell
Hartsfield Garden Center	S corporation	Maribel Hartsfield

CPA license — Achebe	CPA license	VT-CPA-10482
CPA license — Okafor	CPA license	VT-CPA-11307
Enrolled agent card — Vanderhoef	Enrolled agent card	EA-4471-82
PTIN renewal — Achebe	PTIN	P01482207

RFI response, Larchwood Row	Tenant improvement	Construction administration
Existing conditions measure-up, Granary Hall	Adaptive reuse	Programming
Pay application check, Cobbler's Row	Multifamily	Construction administration
Material selections, Dunmore Hill	Residential	Design development

Request board

Tables

Client requests

Check-in calls

Clients

Views

Call calendar

Forms and booking

Ask your bookkeeper

Book a check-in call

Also included

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