Strata Mezzanine | Strata Cloud Accountants

Customer Setup

Billing model: fixed default
Report bucket: CFO default
Xero invoice lines: 13
Teamwork time entries: 332

Calculation Overrides

Effective dated

Effective fromEffective toLeave blank for until changed.

Billing model

CFO bucket

Mapped Teamwork Customers

Teamwork Customer	Status	Source	Notes
JMJ Production Services	mapped	manual

Customer Billing Rates

4 people

Person	Historical Hours	Latest Time	Default Rate	Customer Rate	Action
Ana Ortiz Customer-specific, not person default	125.0	2026-04-06	$150/h	$/h
Regina Camilon Customer-specific, not person default	86.1	2026-08-27	$50/h	$/h
Kyle Smith Customer-specific, not person default	50.3	2026-08-23	$240/h	$/h
Michelle Chavez Customer-specific, not person default	0.5	2026-01-07	$50/h	$/h

Effective Rules

0 rules

Rule	Value	Effective	Status
No customer-specific rules have been added. Current default: Fixed Rate • CFO Fixed Rate.

Monthly Calculation Output

1 rows

Month	Status	Billing	Bucket	Revenue	Labor Cost	Gross Profit	Margin	Hours
2026-08-01	Live	fixed	cfo	$4,000	$793	$3,207	80.2%	22.9