Tuesday, March 123 SLAs at risk · 2 awaiting CPA Partner
All engagements, all stages.
Operational view across the entire firm. Assign engineers and tax analysts, trigger delivery, send DocuSign envelopes, dispatch Stripe invoices, and close out engagements.
Active engagements
28
↑ 6 vs. last month
Avg. study turnaround
6.4days
target ≤ 10d
Reclassified basis · YTD
$214M
$62M acceleration
Stripe billed · YTD
$1.84M
98.2% collected
Engagement pipeline
All tenants · all workflow stages · sorted by SLA risk
All · 28
Engineer review · 6
Tax review · 4
Risk resolution · 3
Approved · 5
Delivered · 10
| Engagement | Client / tenant | Stage | SLA | Engineer | Tax analyst | Status | |
|---|---|---|---|---|---|---|---|
| Westgate Logistics CS-2024-0142 · Acquisition · $14.8M |
Hartwell CPA | Engineer Review | in 2d | Reuben Park | — queued | 72% | Open → |
| Cedar Ridge Multifamily CS-2024-0139 · Look-back · $8.2M |
Roselin Realty | AI Classification | in 5d | Rosa Beltrán | Saanvi Iyer | 45% | Open → |
| Harbor View Hotel CS-2024-0136 · Acquisition · $22.4M |
Hartwell CPA | Awaiting Signature | today | Reuben Park | Saanvi Iyer | 92% | Resend DocuSign → |
| Pinecrest Office Park CS-2024-0134 · Look-back · $11.0M |
Apex Sponsors | Delivered | delivered | Wei Liang | Saanvi Iyer | 100% | Stripe invoice → |
| Bayside Retail Plaza CS-2024-0128 · Look-back · $4.1M |
Hartwell CPA | Risk Resolution | in 3d | Wei Liang | Saanvi Iyer | 60% | Escalate to partner → |
| Maple Grove Industrial CS-2024-0131 · Acquisition · $6.5M |
Hartwell CPA | Document Ingest | in 9d | — assign | — assign | 18% | Assign team → |
| Summit Self-Storage CS-2024-0125 · Acquisition · $3.8M |
Hartwell CPA | Awaiting Signature | tomorrow | Reuben Park | Saanvi Iyer | 88% | Open envelope → |
| Northbrook Medical Plaza CS-2024-0122 · Look-back · $9.4M |
Roselin Realty | Approved | today | Wei Liang | Saanvi Iyer | 100% | Trigger delivery → |
DocuSign envelopes
Cross-tenant · last 7 days · DF-010 / DF-011
Harbor View Hotel — engagement letter
Hartwell CPA · Maya Klein · sent 4h ago
Pinecrest Office Park — Form 3115 §481(a)
Apex Sponsors · Daniel Tomas · signed 1d ago
Summit Self-Storage — final study
Hartwell CPA · sent yesterday
Stripe billing
Last 30 days · DF-012 / DF-013
Awaiting CPA Partner
Risk resolution escalations
Bayside Retail Plaza
2 Aggressive positions · §481(a) above $250k threshold
Open in Partner Oversight
Westgate Logistics — tenant signage
Whiteco factor 4 of 6 · 62% confidence
Open in Partner Oversight