Case File No. TBA-001
Confidential  ·  For Client Eyes Only
Financial Dashboard
The Money Room
Know your numbers. Own your decisions.
The Backend Architect
Monday, June 1, 2026
Live · synced 9:04a
Cash on Hand ▲ 4.8%
$342,180
Across 3 accounts
Runway — 7.2 months
Revenue this Month ▲ 11.3%
$684,500
Month-to-date · June
Goal — $720k (95%)
Outstanding AR ▼ 6.1%
$218,940
34 open invoices
Avg days to pay — 38
Net Profit for the Month ▲ 8.9%
$147,320
Margin — 21.5%
vs $135k last month
Cash Flow for the Week Bal. $374k
Money in
Money out
Revenue vs Expense (by Mth) Trailing 6 months
Revenue
Expenses
Net profit

Accounts
Receivable

$218,940 outstanding
AR Aging By age
Receivables for the Week 5 due
Marigold Studio
INV-2041 · due Jun 2 · 32d late ! Follow Up
$28,400
Northwind Collective
INV-2055 · due Jun 3
$19,750
Verde & Co.
INV-2061 · due Jun 4
$14,200
Halcyon Group
INV-2049 · due Jun 5 · 6d late
$33,600
Lumen Partners
INV-2063 · due Jun 6
$9,850
Due this week $105,800

Accounts
Payable

$133,680 due
Top Payables for the Week 5 bills
COGS
Atelier Print House
due Jun 2 · due
$22,800
PAYROLL
Payroll — June run 1
due Jun 3 · scheduled
$86,400
RENT
Meridian Workspace
due Jun 4 · due
$12,500
SOFTWARE
Cloudline SaaS
due Jun 5 · autopay
$4,380
ADVISORY
Foundry Tax Advisory
due Jun 6 · due
$7,600
Due this week$133,680
June 2026
AR
AP
Meeting
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Meetings
Wed Jun 10 · 10:00a
Monthly Financial Review
with The Backend Architect
Wed Jun 17 · 2:00p
Investor update call
Seed syndicate
Wed Jun 24 · 11:30a
Q2 close prep
Finance + Ops
Important Docs
Expense Categorization
Updated 2 days ago
SCSarah Chen Due Jun 8
Needs review
Onboarding This Week
3 new clients
In progress
May P&L Statement
Finalized May 31
Ready
Q2 Tax Estimate
Due Jun 15
MWMarcus Webb Due Jun 15
Action
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