MRR
$392,900
▲ 8.2% vs June
Active Placements
157
across 46 SME clients
Bench Ready
212
trained, awaiting seats
Avg Margin / FTE
$1,010
on $2,500 legacy · role-based new
SLA Compliance
98.6%
target ≥ 98%
Client NPS
62
target 60+ · 41 responses
Placement growth · last 8 months
FTEs under managementToday at the desk
- 08:15 EATBlue Harbor Logistics signed MSA — 3 seats (2 bookkeepers, 1 EA). Deal moved to Won.
- 09:40 EATMarlow Dental Group requested a salary breakdown. Aggregated-pricing policy applied; confidential appendix sent.
- 11:05 EATCohort KE-2026-Q3-B (18 candidates) completed role-specific training. Moved to bench.
- 13:20 EATOps Manager D. Njoroge span-of-control at 19/20. Flag raised: add manager before next placement wave.
- 15:52 EATPayroll batch JUL-A approved: 157 FTEs, KES 41.2M + ZAR 1.9M disbursing Friday.
Supply vs demand by role family
where to point marketing and recruiting this month| Role family | Open seats (demand) | Bench ready (supply) | Coverage | Action signal |
|---|---|---|---|---|
| Bookkeeping & Accounting | 11 | 64 | Push sales — supply deep | |
| Executive Assistants | 8 | 57 | Push sales | |
| Digital Marketing | 5 | 41 | Balanced | |
| Customer Service | 3 | 38 | Push sales | |
| Software Development | 4 | 12 | Recruit — premium tier |
Pipeline value
$118,900
MRR if all close · 47 seats
Weighted forecast
$61,200
stage-probability adjusted
Avg deal size
3.4
seats per SME
Lead → win rate
27%
last quarter
Marketing focus this week: GP marketing team targets SME owners & executives. Campaign "Nairobi Numbers" (accounting firms, 10–50 staff, TX/FL/GA) is producing 62% of new leads. Follow-up cadence: demo within 48 hours of enquiry.
Lead 5
Marlow Dental Group
2 seats · $6,000/moPeak & Pine Outfitters
1 seat · $2,400/moSable Freight Co.
3 seats · $8,550/moHalcyon Wellness
2 seats · $5,700/moNorthgate Realty
2 seats · $5,700/moDiscovery 3
Ironwood CPA Partners
3 seats · $8,550/moVerity Home Health
4 seats · $11,400/moLoom & Ledger
1 seat · $2,400/moProposal 3
Brightside Pediatrics
3 seats · $8,550/moQuarry Lane Builders
2 seats · $5,700/moFernhill Digital
2 seats · $7,000/moContract 2
Copper Kettle Foods
3 seats · $8,460/moAtlas Claims Group
5 seats · $13,500/moWon · Jul 1
Blue Harbor Logistics
3 seats · $8,550/moQuarter to date: 9 deals · 28 seats · $71,300 MRR added
Total vetted pool
1,284
🇰🇪 892 · 🇿🇦 268 · 🇮🇳 124
Bench (trained)
212
deployable within 5 days
In training
86
3 cohorts · next graduation 21 Jul
Applications this week
341
screen pass rate 18% · source: careers page
Vetting funnel · July intake
sourced → placedSourced
341
341
Screened
118
118
Skills-tested
74
74
Training
52
52
Bench
—
—
Placed
—
—
| Talent | Role | Country | Status | English / Skills | Client fee | |
|---|---|---|---|---|---|---|
WK Wanjiru KamauCPA(K) · QuickBooks, Xero | Bookkeeper | Kenya | Placed | 96 / 91 | $2,500* | |
BO Brian OtienoB.Com · AR/AP, payroll | Accountant | Kenya | Bench | 93 / 88 | $2,400 | |
NM Naledi MokoenaHubSpot, Meta Ads, SEO | Digital Marketer | South Africa | Bench | 98 / 90 | $2,400 | |
KM Kevin MwangiReact, Node, PostgreSQL | Software Developer | Kenya | Bench | 95 / 94 | $3,500 | |
FC Faith ChebetCalendar mgmt, CRM, travel ops | Executive Assistant | Kenya | Placed | 97 / 89 | $2,500* | |
TN Thabo NkosiZendesk, Intercom · CSAT 4.8 | Customer Service | South Africa | Bench | 97 / 92 | $2,400 | |
AO Achieng OdhiamboCPA(K) · tax prep, US GAAP | Accountant | Kenya | Placed | 94 / 93 | $2,500* | |
PR Priya RaghavanPython, Django, AWS | Software Developer | India | Training | 96 / 95 | $3,500 | |
LM Lerato MolefeBookkeeping · Sage, Xero | Bookkeeper | South Africa | Bench | 95 / 87 | $2,400 | |
SW Sharon WairimuInbox zero, Notion, minutes | Executive Assistant | Kenya | Bench | 96 / 90 | $2,400 | |
DK Dennis KipropGoogle Ads, GA4, email flows | Digital Marketer | Kenya | Training | 92 / 86 | $2,400 | |
ZP Zanele PillayMedical billing, claims coding | Healthcare Support | South Africa | Bench | 97 / 91 | $2,400 |
* Legacy clients signed at the $2,500 launch rate; new placements bill at the public $2,400 rate card.
How the desk works: the left column is signed demand (open seats from won deals). The right column is bench-ready supply. Select one seat and one candidate, then confirm the match. Placement triggers onboarding, Ops Manager assignment, and first-invoice scheduling automatically.
🇺🇸 Open seats — signed clients4 open
Blue Harbor Logistics Tampa, FL
Bookkeeper · QuickBooks Online · overlap 9am–1pm EDT required · start 14 Jul
$2,850/mo (5% team)Urgent
Blue Harbor Logistics Tampa, FL
Executive Assistant · calendar + dispatch coordination · full US-hours shift
$2,850/mo (5% team)Start 14 Jul
Atlas Claims Group Phoenix, AZ
Customer Service ×2 · Zendesk · claims intake queue · SLA: first response < 4 min
$5,400/mo (10% team)Start 21 Jul
Fernhill Digital Austin, TX
Software Developer · React/Node · premium tier · code test required by client
$3,500/moPremium
🇰🇪🇿🇦 Bench-ready candidatesshortlisted 5 of 212
Brian Otieno Kenya
Accountant/Bookkeeper · QuickBooks certified · 4 yrs · prior US client (retail)
★★★★★ 93/88Bench 12 days
Sharon Wairimu Kenya
Executive Assistant · logistics-sector experience · night-shift cleared
★★★★★ 96/90Bench 7 days
Thabo Nkosi South Africa
Customer Service · Zendesk power user · CSAT 4.8 · insurance background
★★★★★ 97/92Bench 20 days
Lindiwe Zulu South Africa
Customer Service · Intercom + Zendesk · healthcare claims experience
★★★★☆ 94/89Bench 9 days
Kevin Mwangi Kenya
Software Developer · React, Node, PostgreSQL · code test 94% · GitHub portfolio
★★★★★ 95/94Bench 4 days
Select one seat and one candidate.
Recent placements
last 14 days| Date | Talent | Client | Role | Ops Manager | Status |
|---|---|---|---|---|---|
| 04 Jul | Zanele Pillay | Verity Home Health (pilot) | Healthcare Support | A. Chebet | Onboarding |
| 01 Jul | Naledi Mokoena → paused | Copper Kettle Foods | Digital Marketer | D. Njoroge | Awaiting contract |
| 27 Jun | Achieng Odhiambo | Ironwood CPA Partners (trial) | Accountant | M. van der Merwe | Active |
Policy: each Operations Manager supervises 10–20 employees and reports to the Operations Director. When any manager approaches 20, hire or promote before the next placement wave. Reporting line: Assigned Employee → Ops Manager → Ops Director.
Manager load · 157 placed FTEs across 9 managers
Ops Director: Grace MuthoniDN
19 / 20 ⚠David NjorogeNairobi hub · finance roles
AC
17 / 20Amina ChebetNairobi hub · EA & admin
MvdM
16 / 20Marius van der MerweCape Town hub · CS & healthcare
JW
18 / 20Joyce WambuiNairobi hub · bookkeeping
SD
14 / 20Sipho DlaminiJohannesburg hub · marketing
RK
11 / 20Rahul KrishnanBengaluru hub · developers
CM
16 / 20Cynthia MoraaNairobi hub · mixed portfolio
PN
15 / 20Peter NjengaNairobi hub · CS night shift
TB
11 / 20Thandiwe ButheleziDurban hub · new · ramping
July invoiced
$392,900
157 FTEs · 46 clients
Delivery payroll
$233,900
KES 41.2M + ZAR 1.9M + INR 2.6M
Gross margin
40.4%
after payroll & statutory
Overdue A/R
$12,500
2 clients · both < 15 days
Unit economics per placement
new $2,400 rate cardClient flat fee (40 hrs/wk, US time)$2,400
Talent gross salary (KE benchmark)$1,050
Statutory (NSSF, SHIF, PAYE admin)$115
Ops Manager allocation (1:17 avg)$145
Tools, equipment, connectivity stipend$95
Training amortization$85
Avg discount given (Team + Prepay)-$210
GP margin per FTE / month$1,300
Premium tier (developers): fee $3,500, margin $1,180. Legacy $2,500 contracts migrate to the new card at renewal.
Invoices · July cycle
billed on the 1st, net-15| Client | Seats | Amount | Discount | Status |
|---|---|---|---|---|
| Atlas Claims Group | 5 | $13,500 | 10% | Paid |
| Cedar Ridge Accounting | 4 | $10,000 | legacy | Paid |
| Ironwood CPA Partners | 3 | $8,550 | 5% | Due 15 Jul |
| Verity Home Health | 4 | $11,400 | 5% | Overdue 6d |
| Copper Kettle Foods | 3 | $8,460 | 5%+6% pre | Paid (6-mo term) |
| Fernhill Digital | 2 | $7,000 | — | Due 15 Jul |
| Brightside Pediatrics | 1 | $2,400 | — | Overdue 3d |
Open risk flags
from the framework risk matrix| Risk | Instance | Mitigation | Status |
|---|---|---|---|
| Salary breakdown request | Marlow Dental Group asked for per-employee salary split | Aggregated public pricing; confidential appendix under NDA only | Handled today |
| Time-zone handover gap | Atlas Claims 24/7 queue leaves 02:00–05:00 EDT thin | Define overlap hours & SLAs per contract; stagger two shifts | Open |
| Manager span-of-control | D. Njoroge at 19 of 20 direct reports | Add Ops Manager when headcount approaches 20 per manager | Requisition drafted |
| Data protection | Loom & Ledger security questionnaire (client books access) | ISO 27001 roadmap · least-privilege access · VPN + MDM on all devices | In progress |
| Cross-border employment | Quarterly review: KE Employment Act, SA BCEA, IN S&E acts | Local counsel retainers in Nairobi, Johannesburg, Bengaluru | Compliant |
Compliance scoreboard
ISO 27001 certification roadmapStage 2 audit · Sep 2026
Kenya DPA 2019 registrationActive
South Africa POPIA officerAppointed
US client DPAs signed44 / 46
Confidentiality clauses in contracts100%
Replacement guarantee honored (YTD)6 of 6 · avg 9 days
Standing rule: pricing is presented publicly as an aggregated flat fee. Salary + margin composition lives only in the confidential appendix, released under NDA. Every client-facing document goes through this filter before it leaves the building.
Toggle which of the 91 role tracks appear publicly on the Careers page and in the application form, based on current client demand and bench depth. The sales-side Services directory always shows all roles.
Your team
4
dedicated full-time employees
Hours this week
148 / 160
on your time zone (MST)
Monthly invoice
$10,000
legacy flat rate · all-inclusive
Avg quality score
4.7 / 5
last QA review cycle
Your Operations Manager: Joyce Wambui oversees your team's attendance, output quality, and coverage daily. Monthly check-in call: Thursday 10 Jul, 9:00 AM MST.
WK
Wanjiru Kamau
Senior Bookkeeper · 14 months with you
QuickBooksA/R + A/PMonth-end close
This week: closed June books for 11 client accounts, reconciled 3 bank feeds, flagged 2 duplicate vendor payments (saved $1,840).
★★★★★ 4.9
FC
Faith Chebet
Executive Assistant · 9 months with you
CalendarClient intakeBilling follow-up
This week: scheduled 23 client meetings, cleared partner inbox to zero daily, chased 6 overdue invoices (4 paid).
★★★★★ 4.8
AO
Achieng Odhiambo
Staff Accountant · 3 months with you
US GAAPTax prep supportExcel models
This week: prepared 8 client trial balances, built the Q3 estimated-tax worksheet, onboarding to your ProConnect stack (82% complete).
★★★★☆ 4.5
SM
Samuel Maina
Customer Service Rep · 6 months with you
ZendeskClient portal supportPhone + chat
This week: 84 tickets resolved, first-response 3m 41s median, CSAT 4.9 across 31 ratings.
★★★★★ 4.7
Your next hire gets cheaper: adding a 5th employee moves you into the 5–9 Team Scale band (10% off new-rate seats). Flat fee covers recruitment, training, management, payroll, and equipment. You interview a shortlist of three within 48 hours.
Bookkeeper / Accountant
Month-end close, A/R and A/P, reconciliations, US GAAP reporting. Deep bench: 64 trained and ready.
Flat monthly fee$2,400
Bench availability64 ready
Typical start10 business days
Executive Assistant
Inbox and calendar ownership, client scheduling, document prep, travel, follow-ups that never slip.
Flat monthly fee$2,400
Bench availability57 ready
Typical start10 business days
Software Developer Premium
Full-stack engineers (React, Node, Python) embedded in your team, code-tested above the 90th percentile.
Flat monthly fee$3,500
Bench availability12 ready — limited
Typical start12 business days
How placement works
Request role
Shortlist in 48 hrs
You interview
GP trains on your SOPs
Day one, your hours
Current invoice · July 2026
net-15 · due 15 Jul$10,000.00
4 dedicated employees × $2,500 legacy flat rate · zero additional charges
Wanjiru Kamau — Senior Bookkeeper$2,500
Faith Chebet — Executive Assistant$2,500
Achieng Odhiambo — Staff Accountant$2,500
Samuel Maina — Customer Service Rep$2,500
Recruitment, training, management, equipmentIncluded
Your agreement
ContractMSA-CR-2025-041
Rate lock$2,500 legacy · renews Jan 2027 at $2,400 card
Billing modelFlat monthly · aggregated
Working hours40 hrs/wk · Mountain Time
Replacement guarantee10 business days
Notice period30 days, either party
Confidentiality & DPASigned · on file
A note on pricing: your fee is a single aggregated rate covering compensation, management, infrastructure, and our service margin. Per-employee salary composition is confidential under the pricing appendix. Growth tip: your 5th seat triggers the 10% Team Scale band on new-rate seats.
SLA compliance
99.1%
your account · target ≥ 98%
Attendance
100%
no unplanned absence in June
Output score
4.7 / 5
QA sampled weekly
Est. annual savings
$196,000
vs 4 equivalent local hires
Hours delivered · June
by employee, on MSTWanjiru Kamau168 / 168
Faith Chebet168 / 168
Achieng Odhiambo160 / 168
Samuel Maina168 / 168
Achieng: 8 hrs approved leave (17 Jun), covered by bench substitute at no charge.
Monthly value report
June 2026Client books closed on time11 / 11
Partner hours freed (est.)112 hrs
Overdue invoices recovered$14,300
Support tickets resolved361
Median first response3m 52s
Karibu, Wanjiru! Your assignment with Cedar Ridge Accounting is going excellently — 4.9 average quality score and a client commendation in June. Your Ops Manager Joyce Wambui has your next growth conversation scheduled for 15 Jul.
Assignment
Cedar Ridge Accounting
Senior Bookkeeper · Scottsdale, AZ (MST)
Tenure
14 mo
since May 2025
Quality score
4.9 / 5
client + QA combined
Level
Specialist II
next: Senior Specialist
This week · your shift 16:00–01:00 EAT (9am–6pm MST)
- MONJune close finalized for 4 accounts · flagged duplicate vendor payment ($1,140) — client saved it
- TUEBank reconciliations ×3 · trained Achieng on the client's chart of accounts
- WED · todayQuarterly review prep with Joyce · 2 client books remaining
- THUOps Manager 1:1 · promotion checklist review
- FRIWeekly summary to client partner · QA sample submission
Path to Senior Specialist
2 of 4 complete✅ 12+ months at 4.5+ qualityDone
✅ Client commendationDone · Jun 2026
⏳ Advanced QuickBooks certification78% complete
⏳ Mentor one Academy traineeAssigned: D. Kiprop
Promotion = salary review. Senior Specialist carries a raise and eligibility for the Ops Manager track (10–20 direct reports).
Internal opportunities are open to Specialist II and above with 4.5+ scores. Applying never affects your current assignment; transitions are managed by your Ops Manager with full client handover.
| Opportunity | Type | Requirement | Extra | |
|---|---|---|---|---|
| Team Lead — Bookkeeping pod (new client wave)Lead 4 bookkeepers on Blue Harbor + 2 new accounts | Promotion track | Senior Specialist | + leadership allowance | |
| Academy Instructor — QuickBooks module4 hrs/week, paid, teach Week 2 cohorts | Side assignment | Specialist II+ | + instructor stipend | |
| US CPA exam sponsorship — 2027 cohortGP sponsors exam fees for 5 top performers yearly | Development | 4.7+ score, 12+ mo | fees covered | |
| Weekend coverage pool — month-end closesOptional overtime during peak close weeks | Optional OT | Any placed FTE | 1.5× hourly equivalent | |
| Ops Manager trainee program — 2027 intakePath to managing 10–20 professionals | Promotion track | Senior Specialist | salary band uplift |
Courses completed
11
since joining GP Academy
In progress
1
Advanced QuickBooks cert
Annual cert budget
Available
renews January
Advanced QuickBooks Online certification
required for promotionOverall progress78%
✅ Advanced reporting & custom fields100%
✅ Multi-entity consolidation100%
⏳ Inventory & job costing60%
◻ Final assessmentBook by 25 Jul
Recommended next
US Payroll Fundamentals (Gusto/ADP)
Client Communication Masterclass
Mentorship Skills (for D. Kiprop pairing)
Tip from Joyce: finish the QuickBooks cert before starting a new module — it's the last hard requirement on your promotion checklist.
Next payday
28 Jul
bank transfer + M-Pesa option
YTD payslips
7 / 7
all on time
Night-shift allowance
Active
US-hours differential
July payslip preview
KES · disbursed 28 JulBase salary — Specialist IIKES ●●●,●●●
Night-shift allowanceKES ●●,●●●
Connectivity stipendKES 6,000
NSSF + SHIF (employer-matched)Remitted
PAYEWithheld & filed
Your benefits
Company laptop (asset GP-LT-0341)Issued
Health cover — inpatient + outpatientActive
Annual leave balance14 days
Certification budget 2026Available
Referral bonus — bring a professionalKES 15,000 / placed hire