Frazier & Associates — Leadership Dashboard

F&A

Frazier & Associates, CPAs

Leadership Dashboard

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Command center

What needs you this week

Throughput

Returns completed per week

Trailing eight weeks · counts a return at E-File

Distribution

Where the work is sitting

Active returns by lifecycle phase

Feasibility

How this fills itself

Owner actions

Waiting on you

Two steps in the workflow route through you before work can move.

Awaiting assignment

Checked in, not yet assigned

Client	Type	Fee	Waiting

Awaiting transmission

Signed & ready to e-file

Client	Type	Fee	Waiting

Coverage

Who can act when you're out

Notice & IRS resolution

Every open notice and its clock

Statutory response windows run from the notice date, not from when it reached the desk.

Notice	Client	Owner	Response due	Status	Last action

September 1–2

Peer review readiness

–

days out

On-site peer review begins Tuesday, September 1

Engagement	Type	Partner	EL on file	Workpapers locked	Report issued	Sign-off

Capacity

Load against capacity

Counts active returns by role in the handoff, not raw headcount.

Delegation

Could move off your desk

Item	Currently	Could go to	Why it's eligible

Measurement

Time reclaimed — baseline

Provisional. To be confirmed on-site August 13.

Where the hours go	Baseline hrs/wk	Current	Delta	Basis