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Pennock Hospitality GroupMonthly close and advisory review

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Ask Tobias

Monthly close and advisory review with Tallgrove Accounting Partners

Three decisions from you keep the August close moving.

Twenty-seven of 34 evidence items are accepted and four of five review packs are approved. Copper Kettle waits on a deposit report, and the catering entity setup stays stopped until you decide by Thursday, October 8.

Close step 3 of 5 Review packs, one still open
Read the catering entity noteSee the evidence queue
An accounting manager and a restaurant group owner reviewing month-end folders in a restaurant back office

Waiting on Pennock

  • Decide the catering entity setupPriced as a change at $2,900. Work stopped on Sep 24 and 3 hours are recorded as absorbed. No more hours are spent until you answer.
    Read the note
  • Send a third written request for the Harbor Table renewal figureThe landlord has not answered two requests. The lease decision has waited 11 days and cannot move without the figure.
    See the decision
  • Choose from the insurance renewal comparisonThe comparison is delivered, so the next move is yours. It has waited 8 days.
    Open
  • Have the four owed August items sentThe oldest, the Saltmarsh Grill payroll register, has waited 20 days. Your office manager sends three of them and the general manager sends the register.
    Open requests

The August close in figures

Review packs

Every figure comes from the evidence request log and the close and advisory register. Block dates move forward each week with the demo data.

Live from the Dashboards appOpen the full report
Live from the Dashboards appOpen the full report
Live from the Dashboards appOpen the full report
Live from the Dashboards appOpen the full report
Live from the Dashboards appOpen the full report

The five entities

Evidence chase list

On the record

All files
A bookkeeper at an accounting firm chasing client paperwork by phoneEvidence chase listFour items owed, issued Oct 1Owed Oct 6An accounting partner walking a restaurant owner through monthly review foldersAugust review packsFour of five approved1 openAn accountant and a business owner in an advisory meeting at a whiteboardAdvisory decision recordSeven recommendations, two waitingYour decisionAn engagement partner and an office manager discussing scope over a proposalScope decision noteCatering entity setup, $2,900Due Oct 8

Recent activity

  • Tobias issued the August evidence chase listFour items owed, the oldest at 20 days.
  • Celeste issued the fixed fee scope decision noteThe catering entity setup is priced at $2,900 and waits for you.
  • You named your office manager as the single evidence senderOne sender for all five entities.
  • Celeste stopped the catering entity setup and priced itThree hours were spent before the engagement letter was checked.
  • Four review packs approved first passCopper Kettle came back with changes requested.

Your client accounting manager: Tobias Rennert

Owns the evidence queue, the request lists and the record of each answer. Replies within one business day.

Message Tobias
  • Celeste DeverellManaging partner, decides close readiness and scope
  • Desmond VandermolenOwner, accepts or declines