Desk template · Accountants and bookkeepers preparing year-end accounts for small-business clients.
Year-end accounts desk: one client, every query and document in one place
the queries list is the heart of year-end — a Table of every open question for the client with the amount, the date asked and its status — beside the draft accounts, a Chart that shows the quarter that looks wrong, and only this client’s mail. Distinct from consulting-report and client-review.
What goes on the desk
- Spreadsheet ‘Draft accounts’ (import .xlsx) (widget spreadsheet)
- Table ‘Client queries’ (Item, Amount, Asked (date), Answered (date), Status (single select)) (widget table)
- Chart ‘Cost of sales by quarter’ (widget chart)
- Document ‘Year-end notes’ (widget document)
- Drive (folder) for the client’s documents (widget drive)
- Inbox for the client’s mail by rule (connected mailbox) (widget inbox)
- Tasks to lodgement (widget tasks planning).
Set it up
one desk per client per year; save the first as your template (desk templates).
- Create a desk named for the real outcome, client or deadline.
- Add the suggested widgets and rename each one for the job it performs.
- Bring in the existing files or tables before inventing another copy of the information.
- Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.
Open this desk in the interactive demo
Use it day to day
chase open queries from the table, filtered to waiting on the client (widget table filter group).
A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.
A worked starting point
Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.
Where Plexii helps
Plexii answers questions about the figures and notes on the desk with sources (ai assistant); Build a table with AI drafts a query list from your notes for review (widget table ai).
Keep in mind. no tax or accounting advice; example figures fictional.