Firm · Planning / Advisory ROUTING QBO ✓ 2026-07-06 · POS ✓ fixtures DEMO:TJ Kim · Preparer

Planning / Advisory

What should we plan for, and which recurring problems deserve a process fix or an advisory conversation?
2026-07-08

Upcoming — opened, not started

PeriodClientDueState
DEMO-E01_2026-Q3_CA-SALESDemo Roasters LLC (FICTIONAL)2026-11-02Opened by calendar engine — intake not started
DEMOD-E01_2026-Q2_CA-SALESDune & Vine Catering LLC (FICTIONAL)2026-07-31Opened by calendar engine — intake not started

Recently locked

WhenPeriodByBasis
2026-07-06 16:00DEMO-E01_2026-Q2_CA-SALESDEMO:Eli RembaFINAL/ built, hashes recorded, prerequisites verified

Repeat-issue matrix (client × exception category)

Most frequent first · repeat categories are the advisory shortlist
ClientException categoryOccurrencesSignal
DEMODATA_MISMATCH1Single occurrence — watch
DEMOBDATA_MISMATCH1Single occurrence — watch
Cycle-time KPIs activate once live cycles generate real timestamps.