Strata Mezzanine | Strata Cloud Accountants

Customer Setup

Billing model: fixed default
Report bucket: Non-CFO
Xero invoice lines: 141
Teamwork time entries: 174

Calculation Overrides

Effective dated

Effective fromEffective toLeave blank for until changed.

Billing model

CFO bucket

Mapped Teamwork Customers

Teamwork Customer	Status	Source	Notes
Bravado Spice	mapped	manual

Customer Billing Rates

4 people

Person	Historical Hours	Latest Time	Default Rate	Customer Rate	Action
Abbigail Malinao Customer-specific, not person default	140.9	2026-03-20	$50/h	$/h
Regina Camilon Customer-specific, not person default	37.8	2026-03-24	$50/h	$/h
DeEtte Harrington Customer-specific, not person default	13.1	2026-02-18	$150/h	$/h
Catherine Zafra Customer-specific, not person default	0.8	2026-04-08	$50/h	$/h

Effective Rules

1 rules

Rule	Value	Effective	Status
customer_activity_status	active: false, churned: true, churnEffectiveDate: 2026-05-01	2026-05-01 to open	disabled

Monthly Calculation Output

10 rows

Month	Status	Billing	Bucket	Revenue	Labor Cost	Gross Profit	Margin	Hours
2026-04-01	Closed	fixed	non_cfo	$0	$14	-$14	n/a	0.8
2026-03-01	Closed	fixed	non_cfo	$1,661	$22	$1,639	98.6%	1.4
2026-02-01	Closed	fixed	non_cfo	$0	$346	-$346	n/a	14.8
2026-01-01	Closed	fixed	non_cfo	$1,444	$443	$1,002	69.3%	32.2
2025-12-01	Closed	fixed	non_cfo	$1,444	$178	$1,267	87.7%	14.8
2025-11-01	Closed	fixed	non_cfo	$1,444	$332	$1,112	77.0%	24.6
2025-10-01	Closed	fixed	non_cfo	$1,444	$256	$1,188	82.2%	19.7
2025-09-01	Closed	fixed	non_cfo	$1,444	$560	$884	61.2%	27.3
2025-08-01	Closed	fixed	non_cfo	$1,444	$707	$737	51.0%	28.1
2025-07-01	Closed	fixed	non_cfo	$1,444	$796	$648	44.9%	28.0