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Accounting firm

Vineholt Harbor CPA · Accounting firm · Annapolis, MD

Mabel Holmqvist is the practice manager at Vineholt Harbor CPA, a six-person firm in Annapolis, and uses this to take every new client from the first inquiry to a signed engagement letter and a booked first engagement.

Legal and professionalIntakeClient portals4 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 agent
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Intake board

Clients
Inquiry4
Severn River Kayak RentalsS corporationPiper Wannamaker
Bellweather Dog GroomingSole proprietorCorinne Abdelaziz
Crabtree & Lowell ArchitectsPartnershipJoss Lowell
Hartsfield Garden CenterS corporationMaribel Hartsfield
Intro call5
Quillfeather Print ShopPartnershipAmbrose Quillfeather
Dockside Physical TherapyS corporationRenata Ostrowski
Marlowe Street BakerySole proprietorTomasz Marlowe
Eastport Youth SailingNonprofitDelphine Achebe
Linwood Veterinary GroupC corporationGideon Linwood
Documents requested5
Tern Island ChartersPartnershipSaoirse Dunleavy
Brightmoor Dental StudioS corporationNgozi Brightmoor
Pemberton Plumbing SupplyC corporationLyle Pemberton
Gannet Point Wine BarS corporationRosalind Gannet
Ashcombe Tutoring CenterSole proprietorPrakash Ashcombe
Letter sent4
Wrenfield Landscape DesignS corporationColm Wrenfield
Calloway Auto DetailingSole proprietorDani Calloway
Haverstock Family DentistryS corporationIlse Haverstock
Plover Cove CafePartnershipEdwin Plover
Booked10
Cutters Landing ChiropracticS corporationPerrin Halloran
Lanternfish Yoga StudioSole proprietorImani Rutherford
Stonecrop Masonry SupplyC corporationDominic Aldrete
Windward Auto GlassC corporationGarrick Pruitt
Bayview Pet HospitalS corporationFiona Stanhope
5 more
Not a fit2
Greywing OutfittersC corporationZofia Greywing
Rowan Lane BoutiqueSole proprietorLorena Vasquez-Pike

Tables

Clients

30 sample rows · 18 columns

Everyone who has contacted the firm, from first inquiry to signed client, with who owns the next step.

ClientEntity typeContactContact phoneEINService neededHow they found us
Severn River Kayak RentalsS corporationPiper Wannamaker(410) 555-0120—Tax returnWebsite form
Bellweather Dog GroomingSole proprietorCorinne Abdelaziz(410) 555-0121—BookkeepingChamber of commerce
Crabtree & Lowell ArchitectsPartnershipJoss Lowell(410) 555-0122—AdvisoryReferral
Hartsfield Garden CenterS corporationMaribel Hartsfield(410) 555-0123—PayrollWebsite form
Linwood Veterinary GroupC corporationGideon Linwood(410) 555-012852-1094689PayrollReferral
Dockside Physical TherapyS corporationRenata Ostrowski(410) 555-012552-1070932BookkeepingBank referral
Quillfeather Print ShopPartnershipAmbrose Quillfeather(410) 555-012452-1063013Tax returnReferral
Eastport Youth SailingNonprofitDelphine Achebe(410) 555-012752-1086770ReviewChamber of commerce
Marlowe Street BakerySole proprietorTomasz Marlowe(410) 555-012652-1078851Tax returnWebsite form
Gannet Point Wine BarS corporationRosalind Gannet(410) 555-013252-1126365PayrollWebsite form
Pemberton Plumbing SupplyC corporationLyle Pemberton(410) 555-013152-1118446ReviewBank referral
Tern Island ChartersPartnershipSaoirse Dunleavy(410) 555-012952-1102608Tax returnExisting client

18 more rows

Engagements

14 sample rows · 9 columns

The first piece of work each new client signs for, and where it stands.

EngagementClientServiceEngagement statusLetter sentDueQuoted fee
Cutters Landing Chiropractic — 2025 tax returnCutters Landing ChiropracticTax returnDeliveredSep 3, 2026Oct 1, 2026$3,800
Lanternfish Yoga Studio — monthly bookkeepingLanternfish Yoga StudioBookkeepingDeliveredSep 7, 2026Oct 1, 2026$2,400
Tidewater Roofing — 2025 tax returnTidewater RoofingTax returnIn preparationSep 15, 2026Oct 13, 2026$3,900
Larkmoor Books — monthly bookkeepingLarkmoor BooksBookkeepingIn preparationSep 16, 2026Oct 13, 2026$2,100
Oyster Row Seafood — advisory retainerOyster Row SeafoodAdvisoryIn preparationSep 9, 2026Oct 13, 2026$10,400
Nightjar Coffee Roasters — payroll setupNightjar Coffee RoastersPayrollIn preparationSep 18, 2026Oct 13, 2026$4,700
Corliss Home Inspections — 2025 tax returnCorliss Home InspectionsTax returnIn preparationSep 21, 2026Oct 13, 2026$1,800
Wrenfield Landscape Design — 2025 tax returnWrenfield Landscape DesignTax returnLetter sentSep 24, 2026Oct 15, 2026$3,300
Calloway Auto Detailing — monthly bookkeepingCalloway Auto DetailingBookkeepingLetter sentSep 25, 2026Oct 15, 2026$2,600
Haverstock Family Dentistry — advisory retainerHaverstock Family DentistryAdvisoryLetter sentSep 23, 2026Oct 15, 2026$11,500
Plover Cove Cafe — payroll setupPlover Cove CafePayrollLetter sentSep 28, 2026Oct 15, 2026$4,300
Stonecrop Masonry Supply — reviewed financial statementsStonecrop Masonry SupplyReviewSignedSep 8, 2026Oct 16, 2026$8,700

2 more rows

Document requests

28 sample rows · 5 columns

The records each client is asked to send, and whether they have arrived.

Record requestedClientDocument typeRequestedReceived
Gannet Point Wine Bar — payroll reportsGannet Point Wine BarPayroll reportsOct 1, 2026No
Gannet Point Wine Bar — bank statementsGannet Point Wine BarBank statementsOct 1, 2026No
Pemberton Plumbing Supply — prior-year returnPemberton Plumbing SupplyPrior-year returnSep 30, 2026No
Pemberton Plumbing Supply — sales tax filingsPemberton Plumbing SupplySales tax filingsSep 30, 2026No
Tern Island Charters — prior-year returnTern Island ChartersPrior-year returnSep 29, 2026No
Tern Island Charters — bank statementsTern Island ChartersBank statementsSep 29, 2026No
Ashcombe Tutoring Center — prior-year returnAshcombe Tutoring CenterPrior-year returnSep 29, 2026No
Brightmoor Dental Studio — bank statementsBrightmoor Dental StudioBank statementsSep 28, 2026No
Brightmoor Dental Studio — payroll reportsBrightmoor Dental StudioPayroll reportsSep 28, 2026No
Brightmoor Dental Studio — loan documentsBrightmoor Dental StudioLoan documentsSep 28, 2026No
Plover Cove Cafe — payroll reportsPlover Cove CafePayroll reportsSep 25, 2026Yes
Calloway Auto Detailing — bank statementsCalloway Auto DetailingBank statementsSep 24, 2026Yes

16 more rows

Views

Intro calls

Clients
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Quillfeather Print Shop
2Dockside Physical Therapy
3
4
5
6Marlowe Street Bakery
7Eastport Youth Sailing
8Linwood Veterinary Group
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

New client inquiry

Form
New client inquiryThe inquiry page on the firm's website, where an owner asks to become a client.
What is the name of your business? *
What kind of entity files your business taxes? *Sole proprietorPartnershipS corporationC corporationNonprofitIndividualPick the closest and we will confirm.
Who should we ask for?
What number reaches that person?
What do you need help with?Tax returnBookkeepingPayrollReviewAdvisory
How did you hear about us?ReferralWebsite formChamber of commerceExisting clientBank referral
Send to Vineholt Harbor

Log a referral call

Form
Log a referral callThe sheet the desk fills in when a banker or a client phones in a referral.
Who is being referred? *
What type of entity is it? *Sole proprietorPartnershipS corporationC corporationNonprofitIndividual
Who is the contact?
What is their number?
What service do they want?Tax returnBookkeepingPayrollReviewAdvisory
Who sent them?ReferralWebsite formChamber of commerceExisting clientBank referral
When did the call come in?
Add to the board

Dashboards

Intake at a glance

Clients
Prospects by stage
  • Inquiry4
  • Intro call5
  • Documents requested5
  • Letter sent4
  • Booked10
  • Not a fit2
Estimated fees by source
  • Website form$14,200
  • Chamber of commerce$15,600
  • Referral$44,100
  • Bank referral$25,100
  • Existing client$10,700
First contacts by week
  • Aug 23, 20264
  • Aug 30, 20263
  • Sep 6, 20265
  • Sep 13, 20264
  • Sep 20, 20266
  • Sep 27, 20268

Also included

  • Client portalClient portal
  • New inquiriesDigest
  • Intake boardStage rules
  • Engagement boardStage rules
  • Not a fitRow action
  • Intro call tomorrowNotificationReminds the assigned person the day before an intro call.
  • Engagement letterDocumentThe letter that confirms the work, the fee and the due date.

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