Overview

Needs attention

0 unsigned terms · 0 unassigned tasks · 37 outstanding requests from the client

Deadlines

• Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-06 — due 14 Jul 2026late
• Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-07 — due 14 Aug 2026late
• Quarterly client review (DEMO — not a statutory obligation) · 2026-Q3 — due 25 Aug 2026late
• Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-08 — due 14 Sept 2026
• Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-09 — due 14 Oct 2026

Open this company’s deadlines →

Work

42 open · 0 blocked · assigned to 1 person

• E16 · Set up a company service · bookkeeping · To do · No due date · Assigned
• T17 · Review client acceptance · To do · No due date · Assigned
• S18 · Record KYC, independence, conflict and capacity checks · To do · No due date · Assigned
• T19 · Agree the service · To do · No due date · Assigned
• S20 · Prepare, issue and record the signed service agreement · To do · No due date · Assigned
• T73 · Monthly bookkeeping close (DEMO — not a statutory obligation) — 2026-06 · Open · No due date · Assigned

Open this company's work →

Recent activity

• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
• Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52