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Caldwell & Reed, PLLC
Demo Dashboard · April 2026
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Practice Health: NEEDS ATTENTION
70/100 · Two metrics need attention
Net Profit Margin
31% (50/50)
Labor Ratio
52% (5/20)
AR Overdue
45% (5/20)
Overhead Ratio
17.1% (10/10)
Latest Message from Cypress Books
CB
Cypress Books
May 5, 2026
Your April financials are ready. A few items to flag: AR is running high — 45% past 30 days, with $9,300 over 60 days. I'd recommend following up on the Martinez and Williams matters this week. Your IOLTA trust reconciliation for April is complete — all three balances reconcile to $289,000. Signed report is in your documents folder.
Documents
April 2026 P&L Summary.pdf
P&L Report
April 2026 IOLTA Reconciliation.pdf
Trust Reconciliation
Q2 2026 Tax Estimate.pdf
Tax Estimate
April Snapshot
Revenue$94,500
Expenses$65,340
Net Income$29,160
Cash on Hand$112,400
Q2 Tax Due
$24,276
Due June 16, 2026
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