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Add a client, then open them to manage reports, metrics, meetings, and links.
Your clients 1 total
- ManageMaison Reve
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This creates their secure login. They sign in with a magic link sent to this email, no password.
Clients / Maison Reve
Maison Reve
Everything you edit here appears on the client's dashboard. You edit fields, never layout.
Engagement details
Key metrics newest shown on dashboard
| Period | Revenue | Margin | Runway | |
|---|---|---|---|---|
| June 2026 | $84,300 | 18.4% | 7.2 mo |
Add this period's numbers
Action items
- Wholesale vs DTC margin breakdown by channel · due July 2026
- Sales tax nexus review with your CPA (intro made) · due July 2026
- June month-end close and reconciliations
- Q3 cash flow forecast refreshed with fall buy
Reporting archive
| Month | Summary | Statements | |
|---|---|---|---|
| June 2026 | Link | Link | |
| May 2026 | Link | Link | |
| April 2026 | Link | Link | |
| March 2026 | Link | Link |
Meetings
| When | Title | |
|---|---|---|
| Jul 16, 2:00 PM | Monthly strategy call |
Important links
| Label | URL | |
|---|---|---|
| Shared Drive folder | https://drive.google.com/drive/folders/demo | |
| QuickBooks login | https://qbo.intuit.com | |
| Stripe billing portal | https://billing.stripe.com/p/login/demo | |
| Book time with Angeline | https://savvycal.com/angelinecadetadvisory/... |