01
The whole book at a glance.
Ellerby Thane's partners see every client on one board, from bookkeeping to advisory.
Practice
Ask about Clients · October closeCtrlJ
Solutions · Industries · Accounting
Every close on time, without the chasing.
The whole book on one board, month-end as a plan, and variances caught long before the partner review.
What firms like yours keep here
- Client list
- Month-end close
- Reconciliations
- Workpapers
- Client forms
- Practice dashboard
How firms like yours use Stable Baseline
02
Everyone sees what's waiting on what.
The partner review cannot start until every reconciliation above it is done, and the plan shows it.
Practice
Ask about October close · October closeCtrlJ
03
Variances caught early.
Every reconciliation is a row, and anything with a variance shows in amber long before the partner review.
Practice
Ask about Reconciliations · October closeCtrlJ
What you get
Less to juggle. More done.
Client details, typed once
The practice in one place
A record of every change
Reminders drafted for you
Client details, typed once
Clients answer a form, and their details land as rows ready to use.
The practice in one place
Clients, month-end plans, reconciliations and workpapers together, instead of across spreadsheets.
A record of every change
Every change to a row keeps its history, with who made it and when.
Reminders drafted for you
An agent drafts reminders to clients in Microsoft 365 mail and asks before anything is sent.
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