Clients

CALDER & FINCH CPAS · 38 ON THE ROSTER · JUNE 2026 CLOSE

3 still in flight
AllIn flightDelivered
Bursar AI: thirty-five of the thirty-eight are delivered and off your desk. Three are still moving: Lakeside Fitness and Northside Vet Clinic are with their reviewers, and Pier 9 Seafood is held at Chase by a $4,200 wire nobody can account for yet.Review →
On the roster
38
Across 3 partners
Ledgers connected
38 / 38
31 QBO · 7 Xero
Still in flight
3
2 in review · 1 at chase
Open items
1
Pier 9 · needs a decision
ClientStageClose progressReviewerOpen items§7216Status
Harbor Coffee Co.Café & roastery6Deliver412/412JPDelivered
Mendez Plumbing LLCPlumbing contractor6Deliver188/188MRDelivered
Birch Street DentalDental practice6Deliver240/240JPDelivered
Lakeside FitnessGym & studio5Review342/356JPIn review
Northside Vet ClinicVeterinary clinic5Review271/290MRIn review
Pier 9 SeafoodRestaurant3Chase203/2311Chasing

The practice carries 38 clients. These six are the ones the console describes in full: the same six the Overview close table, the analytics ranking and the account-coverage rail enumerate. The other 32 appear only inside the counts above.