CTS Bookkeeping

Clients

Everyone you keep books for — at a glance, sorted by what needs attention.

Active clients
12
Across 9 businesses
Open periods
8
This quarter
Need review
3!
Awaiting sign-off
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All clients
Sorted by attention needed
AL
Acme Lawn Care
Monthly · checking · last closed Apr 2026
Needs review
BH
Bluebonnet Hauling
Quarterly · checking + card · Q2 in progress
In review
CC
Cactus Coffee Trailer
Monthly · checking · Square 1099-K
Awaiting statements
DM
Delgado Masonry
Monthly · checking · last closed May 2026
Up to date
RF
Rio Fitness Studio
Quarterly · checking · last closed Q1 2026
Up to date