This is a demo of the internal admin dashboard Rise Local can build for Seaside Business Solutions — sample data only, no real client information, and no live login. Everything resets when you refresh. Built by Rise Local.
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Demo — Sample Data

Good morning, Rachel

Here's what's moving across Seaside today — the statements waiting on your OK, the leads that just came in, and where every client stands. Sample numbers, for demo purposes only.

This Month at a Glance
Ready to Send
3
Sample data
New Leads This Week
3
Sample data
Active Clients
20
Sample data
Connected to QuickBooks
17 / 20
Sample data

⭐ Statement Queue — June 2026

5 statements this cycle

Statements are built from each client's reconciled QuickBooks — review if you'd like, then send when you're ready.

You choose when statements send. Each statement is built from that client's reconciled QuickBooks. Review it if you want, then send when you're ready — nothing goes out on a timer.

Each statement sends from bookkeeping@seaside-solutions.com to the client's email on file in QuickBooks (you can confirm or change it per statement below).

ABC Contracting LLC
Reconciled through June 30 · from QuickBooks
Net Profit
$12,500
Review
Send to: owner@abccontracting.com · pulled from QuickBooks ·
Coastal Clean Co.
Reconciled through June 30 · from QuickBooks
Net Profit
$3,850
Review
Send to: owner@coastalcleanco.com · pulled from QuickBooks ·
Duval Sod & Landscape
Reconciled through June 30 · from QuickBooks
Net Profit
$6,200
Review
Send to: owner@duvalsod.com · pulled from QuickBooks ·
Rivera Remodeling LLC
In progress · not yet reconciled in QuickBooks
Net Profit
—

✓ Sent — June 2026

Sent this cycle (1)

Sent copies auto-clear after this — your books and statements always regenerate from QuickBooks, so nothing is lost.

Sunshine Food Truck Group sent to owner@sunshinefoodtruck.com · Jul 2
View

New Leads

From the "Book a Free Consultation" form on the website

These land here the moment someone submits the intake form on seaside-solutions.com. Goal: reach every new lead within 24 hours — the faster you follow up, the more become clients.

Maria Gonzalez New
Gonzalez Framing LLC
Needs: Catch-up bookkeeping
⏱ 23h left to respond
12 minutes ago
Tom Whitfield New
Whitfield Pressure Washing
Needs: Free P&L review
⏱ 22h left to respond
2 hours ago
Denise Carter
Carter's Cleaning Service
Needs: Monthly bookkeeping
Yesterday, 4:15 PM
Contacted by Melissa ✓ Onboard →

Clients

Showing 6 of 20 active clients
+ Onboard New Client

QuickBooks status shows which clients are ready for automatic statements — connect a client once to bring their books in going forward.

Client QuickBooks Services Last Statement Sent Action
ABC Contracting LLC Connected ✓ Bookkeeping, Payroll May 2026 —
Coastal Clean Co. Connected ✓ Bookkeeping May 2026 —
Duval Sod & Landscape Connected ✓ Bookkeeping, Tax Prep May 2026 —
Sunshine Food Truck Group Connected ✓ Bookkeeping, Payroll, QuickBooks Support June 2026 —
Jax Auto Detail Co. Connected ✓ Bookkeeping June 2026 —
Rivera Remodeling LLC Not Connected Bookkeeping (catch-up) Never sent

Growth Opportunities

Who's ready for the next step — surfaced for you

Every night this scans each client's QuickBooks, their service list, and the calendar — then flags the one move that fits, with the words to say. Nothing is typed in by hand: the system surfaces it, you act on the exceptions. Hit "Run scan now" to watch it work. Sample data.

Last scan: today 6:00 AM · 5 opportunities found · next automatic scan tonight

Auto-detected = a rule matched cleanly · Worth a look = a softer signal to eyeball.

Best candidates first: Best fit = income × need · $ value = estimated monthly $
Vega Auto Sales From your tax officeTax → Bookkeeping
High priorityEst. ~$400/mo · new client
Worth a look: a Brown's tax-office client with no Seaside bookkeeping · filed a business return this year → prime conversion (and 40+ more like them).
They see you once a year, at tax time. The free Profit & Missed-Money Review is your bridge to a year-round bookkeeping client — the #1 way to hit 30 clients.
"Before you go — want me to run you a quick, free Profit & Missed-Money Review? Takes a few minutes and shows how your business actually did this year."
Open the funnel
ABC Contracting LLCAsk for a referral
Medium~$300–350/mo if it lands
Auto-detected: net profit up 16% vs. last month · 6 months reconciled clean → the win-moment window.
6 months of clean books · June profit up 16%. A happy client at a high point — the best moment to ask.
"Really glad this is working. My best clients come from clients like you — who are 2–3 owners you know who dread their books? Could you text one an intro right now?"
Ask for a review too
Coastal Clean Co.Offer Payroll
MediumEst. +$175/mo
Auto-detected: 2 payroll paychecks posted in QuickBooks · their service list is Bookkeeping-only → payroll gap.
Just added 2 employees. They're on Clean Books — payroll is the natural upgrade to Books + Payroll.
"I see you've got employees now — I handle payroll too, so your books and payroll stay under one roof and nothing slips between them."
See the upgrade
Duval Sod & LandscapeQuarterly Review
High priorityEst. +$300/mo
Auto-detected: calendar is in the year-end window · no tax service on file → year-end upsell.
Year-end approaching · already on Tax Prep. Ready for a quarterly numbers review — the step into the Full Back Office tier.
"Your books are clean and current — let's do a quarterly sit-down on your numbers so you're steering, not guessing. It rolls right into your full back-office setup."
See Full Back Office
Rivera Remodeling LLCMonth-1 wow
High priority⏱ Time-sensitiveProtects $300/mo
Auto-detected: added 6 days ago · QuickBooks not connected · 0 statements sent → month-1 window.
New catch-up client · not yet QuickBooks-connected. Get them connected and deliver the first clean statement fast — the first 30 days decide if they stay.
Connect their QuickBooks → catch the books up → send the first clean statement with a short "here's exactly where you stand" note.
Go to client See the statement

Reviews

Google Business Profile standing

Ask every bookkeeping client for a review — not just the happy ones — and send a simple thanks with a direct link. Nothing more.

Current Rating
⭐ 4.9
Sample data
Total Reviews
78
Sample data
Requests Sent This Month
6
Sample data

Request a review

Client Status Action
ABC Contracting LLC Not yet requested
Coastal Clean Co. Not yet requested
Duval Sod & Landscape Not yet requested
Sunshine Food Truck Group Requested ✓ · Jul 3
Jax Auto Detail Co. Not yet requested
How this stays compliant: every client gets asked — never just the happy ones — no discount or gift is ever tied to a review, and the request is only a thanks + a direct link to Google.
This is a demo — not connected to a live system yet.