Axiom Stream Group · Practice Intelligence

Practice Management

Week ending March 14, 2026 · Harrington & Associates CPAs

Live · Synced 4 min ago
+26% MoM

$1.23M

Total Revenue

10 engagements active

14

Total Projects

10 active · 4 complete

$308K

Avg per Partner

Across 4 partners

$88K

Avg Engagement

Top: $175K — NexGen M&A

Revenue Trend

$1.03MFeb

+8.9%
SepOctNovDecJanFeb

Revenue by Practice

$1.23MTotal Billed
Audit
$443K
Tax
$347K
Advisory
$444K

Project Mix

Audit
4projects · $443K
Tax
5projects · $347K
Advisory
5projects · $444K

10

In Progress

4

Complete

Partner Revenue

Margaret Chen

Managing Partner · 4 engagements

$362K

29% of total

3 active

David Okafor

Advisory Partner · 3 engagements

$323K

26% of total

2 active

Sandra Kowalski

Audit Partner · 3 engagements

$295K

24% of total

2 active

Robert Harrington

Tax Partner · 4 engagements

$255K

21% of total

3 active

Top Engagements

1

NexGen Tech — M&A Due Diligence

$175K

Advisory

2

Thornbury Manufacturing — Audit

$148K

Audit

3

Argyle Medical Group — Audit

$134K

Audit

4

Pinnacle Foods — Corporate Tax

$110K

Tax

5

Cascade Energy — Valuation

$96K

Advisory

6

Lakeside Capital — Tax Planning

$93K

Tax

Staff Utilization — Week of Mar 14

≥50h 40–49h <40h

James Okonkwo

Sr. Manager

58h+8h

Priya Nair

Manager

56h+6h

Tyler Mancuso

Sr. Associate

54h+4h

Rachel Bloom

Manager

53h+3h

Angela Forsythe

Sr. Manager

51h+1h

Kevin Chandra

Sr. Associate

50h+0h

Maria Santos

Associate

48h-2h

Thomas Whitfield

Manager

47h-3h

Danielle Park

Sr. Associate

45h-5h

Marcus Webb

Associate

44h-6h

Leila Ahmadi

Sr. Associate

42h-8h

Connor Sullivan

Associate

38h-12h

Natasha Rivers

Manager

36h-14h

Derek Paulson

Associate

31h-19h

6

At/Above Target

5

Below (within 20%)

3

At Risk (>20% miss)

Axiom Stream Group · Practice Intelligence

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