Workflow & Allocation
Firm-wide job board · 5 fee-earners · 3 jobs to allocate · 2 blocked
To Allocate
3
Benson & Kirby
31 Dec 26
Annual Accounts · y/e 31 Mar 2025
Not started
Budget: 25h0h logged
E Preston Electrical
7 Aug 26
VAT Return · Q4 Jan–Mar 2026
Not started
Budget: 6h0h logged
Hartley & Webb
31 Jul 26
First VAT Return · Q1 2026
Not started
Budget: 5h0h logged
New job
RF
Rebekah Fletcher
4
34 / 37.5h
Ashton Quality Cars
30 Sep 26
Annual Accounts · y/e 31 Mar 2025
Awaiting client
Budget: 35h18h logged
Pendleton Holdings
31 Mar 27
Corporation Tax · CT600 2024/25
In progress
Budget: 15h9h logged
Clarke Residential
31 Jan 27
Self Assessment · 2024/25
In progress
Budget: 8h3h logged
Richardson Electrical
Filed
VAT Return · Q1 Jan–Mar 2026
Filed
Over budget
Budget: 6h7.5h logged
JF
Jared Fletcher
4
41 / 37.5h
MK Transport
31 Oct 26
Corporation Tax · CT600 2024/25
Blocked
Awaiting records — 2nd reminder sent
Budget: 20h0h logged
Numac Engineering
30 Sep 26
Annual Accounts · y/e 31 Dec 2024
In progress
Budget: 28h14h logged
Hartley & Webb
23 Jun 26
Xero Setup & Onboarding
In progress
Budget: 4h2h logged
Kowalski Catering
30 Jun 26
AML checks & Onboarding
In progress
Budget: 3h1h logged
JF
Janet Fletcher
3
22 / 37.5h
Okafor Consulting
31 Jan 27
Self Assessment · 2024/25
In progress
Budget: 8h5h logged
Bramblewood Interiors
Filed
VAT Return · Q4 Oct–Dec 2025
Filed
Over budget
Budget: 6h7h logged
Richardson Electrical
28 Jun 26
Payroll · Apr–Jun 2026
In progress
Budget: 4h2h logged
VS
Vicki Skinkis
3
19 / 37.5h
MK Transport
28 Jun 26
Payroll · Apr–Jun 2026
In progress
Budget: 5h3h logged
Ashton Quality Cars
Complete
Payroll · Apr–Jun 2026
Complete
Budget: 4h4h logged
Clarke Residential
31 Dec 26
Corporation Tax · CT600 2024/25
Not started
Budget: 15h0h logged
MH
Molly Hall
2
14 / 37.5h
Benson & Kirby
31 Oct 26
Corporation Tax · CT600 2024/25
Blocked
Awaiting records — 3rd reminder sent
Budget: 20h0h logged
Pendleton Holdings
30 Jun 26
Confirmation Statement
In progress
Budget: 2h1h logged
Assign a job
| Client | Job type | Owner | Deadline | Stage | Budget / Actual | Status |
|---|---|---|---|---|---|---|
| Benson & Kirby | Annual Accounts · y/e 31 Mar 2025 | Unassigned | 31 Dec 2026 | — | 25h / 0h | Not started |
| E Preston Electrical | VAT Return · Q4 2026 | Unassigned | 7 Aug 2026 | — | 6h / 0h | Not started |
| Hartley & Webb | First VAT Return | Unassigned | 31 Jul 2026 | — | 5h / 0h | Not started |
| Ashton Quality Cars | Annual Accounts · y/e 31 Mar 2025 |
RF
Rebekah Fletcher
|
30 Sep 2026 | Draft with client | 35h / 18h | Awaiting client |
| Pendleton Holdings | Corporation Tax CT600 2024/25 |
RF
Rebekah Fletcher
|
31 Mar 2027 | Computation | 15h / 9h | In progress |
| Clarke Residential | Self Assessment 2024/25 |
RF
Rebekah Fletcher
|
31 Jan 2027 | Draft preparation | 8h / 3h | In progress |
| Richardson Electrical | VAT Return · Q1 2026 |
RF
Rebekah Fletcher
|
Filed | Filed with HMRC | 6h / 7.5h | Filed |
| MK Transport | Corporation Tax CT600 2024/25 |
JF
Jared Fletcher
|
31 Oct 2026 | Blocked — awaiting records | 20h / 0h | Blocked |
| Numac Engineering | Annual Accounts · y/e 31 Dec 2024 |
JF
Jared Fletcher
|
30 Sep 2026 | Draft accounts | 28h / 14h | In progress |
| Hartley & Webb | Xero Setup & Onboarding |
JF
Jared Fletcher
|
23 Jun 2026 | Xero chart of accounts | 4h / 2h | In progress |
| Kowalski Catering | AML checks & Onboarding |
JF
Jared Fletcher
|
30 Jun 2026 | AML verification | 3h / 1h | In progress |
| Okafor Consulting | Self Assessment 2024/25 |
JF
Janet Fletcher
|
31 Jan 2027 | Draft preparation | 8h / 5h | In progress |
| Bramblewood Interiors | VAT Return · Q4 2025 |
JF
Janet Fletcher
|
Filed | Filed with HMRC | 6h / 7h | Filed |
| Richardson Electrical | Payroll · Apr–Jun 2026 |
JF
Janet Fletcher
|
28 Jun 2026 | Processing | 4h / 2h | In progress |
| MK Transport | Payroll · Apr–Jun 2026 |
VS
Vicki Skinkis
|
28 Jun 2026 | Processing | 5h / 3h | In progress |
| Ashton Quality Cars | Payroll · Apr–Jun 2026 |
VS
Vicki Skinkis
|
Complete | Submitted to client | 4h / 4h | Complete |
| Clarke Residential | Corporation Tax CT600 2024/25 |
VS
Vicki Skinkis
|
31 Dec 2026 | Not started | 15h / 0h | Not started |
| Benson & Kirby | Corporation Tax CT600 2024/25 |
MH
Molly Hall
|
31 Oct 2026 | Blocked — awaiting records | 20h / 0h | Blocked |
| Pendleton Holdings | Confirmation Statement |
MH
Molly Hall
|
30 Jun 2026 | Draft with partner | 2h / 1h | In progress |