// SAMPLE DELIVERABLE

What changed, why, and what to do about it

Sample — fictional client data · This is what lands in your inbox

WEEKLY STORY BRIEFING — BEACON & GRAY CPA FIRM

Week 32 · Aug 3–9, 2026

The week in one page: what moved, the variance behind it, and the story the numbers are telling. Sources cited per figure; archive kept since your first week.

Metric	This week	Last week	Variance vs. 6-wk avg
Active engagements	84	81	+5.1%
Billable hours logged	612	588	+6.3%
Realization rate	91.2%	93.8%	−3.4 pts vs. avg
WIP older than 30 days	$41,300	$36,900	+11.9% (aging)
New client inquiries	9	6	+38% vs. avg

Realization dropped 3.4 points — the one number that matters this week

Hypothesis: Two fixed-fee audits ran over budget (Halden Logistics +14 hrs, Priestly Foods +9 hrs). Write-downs hit this week’s invoices.

Suggested action: Scope-check the remaining three fixed-fee audits before Monday. A 15-minute review now beats another write-down in September.

Source: Karbon time entries · QuickBooks invoices, pulled Aug 8, 2026 05:00

WIP aging up $4,400 while inquiries surge

Hypothesis: August slowdown in client approvals — 6 of 11 aged items are waiting on client sign-off, not on your team.

Suggested action: Send the approval nudges queued in your drafts. New inquiries should be booked into September, not crammed into August.

Source: Karbon work items · intake form log, Aug 8, 2026

Briefing #33 · archived · accounted for in the receipt, Friday Aug 7, 2026 17:00

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