T105 Advisory decision record

Advisory decision record

An accountant and a business owner in an advisory meeting at a whiteboard

September 17 advisory meeting, state on Sep 28, 2026 2 decisions waiting Lease renegotiation waiting 11 days Client-visible

Each of the seven recommendations Tallgrove Accounting Partners made to Pennock Hospitality Group on September 17, with the owner's decision, the days it has waited and who acts next, so the Harbor Table lease renegotiation stops waiting. Prepared by the Tallgrove advisory lead for Desmond Vandermolen, owner of Pennock Hospitality Group. The record is updated after each advisory meeting and read again at the October 9 check-in. Issued Thursday, October 1, 2026.

Sample template: the firm, people, clients and figures are fictional.

Live example from the Dashboards app, shown with Pennock Hospitality Group's demo data. Block dates move forward each week, so they can differ from the sample dates on this page.

Seven recommendations and where each stands

Every recommendation from the meeting became one decision card with an owner, a due date and the financial evidence behind it. Five have a decision from Desmond. Two are waiting. Read the Days column first: a recommendation that has waited more than a week needs a person to act, not a reminder.

Live example from the Dashboards app, shown with Pennock Hospitality Group's demo data.

The table below adds what the block does not show: the evidence each recommendation rests on, the next step and its date. Days are counted to Monday, September 28.

Recommendation	Decision	Evidence it rests on	Next step	Due
Harbor Table lease renegotiation	Waiting 11 days	August Harbor Table pack, landlord renewal figure (not yet received)	Desmond obtains the renewal figure, Celeste records the decision	Oct 9
Insurance renewal comparison	Waiting 8 days	Insurance renewal quotes, comparison delivered	Desmond chooses, Tobias records the choice	Oct 9
Catering pricing	Accepted	Catering sales and cost by event, August	Celeste starts the pricing review	Oct 16
Vendor payment terms	Accepted	Vendor statements, August	Tobias lists terms by supplier	Oct 14
Saltmarsh Grill labor scheduling review	Accepted	Saltmarsh Grill payroll register and point-of-sale reports	Celeste agrees the review dates	Oct 16
Gift card liability tracking	Accepted	Gift card sales and redemptions, August	Tobias sets up the monthly schedule	Oct 30
Fig and Fennel menu price review	Declined	Fig and Fennel point-of-sale item sales	None, closed with the reason on the card held by Tallgrove	Closed

What each state means

A recommendation is in exactly one state at a time. The state changes only when Desmond answers or when the work is finished, and Tobias Rennert records the change the same day.

Decision states

Open decision: Harbor Table lease renegotiation, 11 days

The lease renegotiation was recommended on Sep 17 and has waited 11 days on Sep 28. It cannot move until the landlord gives a renewal figure. Desmond Vandermolen has asked for it twice and has no answer.

What it holds up. Tallgrove cannot compare the renewal figure with Harbor Table's current occupancy cost, so Desmond has nothing to negotiate from. What changes. Celeste Deverell keeps the action open with its due date of Oct 9 and does not close it as stalled. Ask. Desmond sends a third written request to the landlord and reports the answer, or the lack of one, at the Oct 9 check-in.

How a recommendation becomes a decision

This is the path every card follows. The two cards that are waiting sit between "decision requested" and a recorded answer.

stateDiagram-v2
    [*] --> Recommended
    Recommended --> DecisionRequested: Seven cards, Sep 17
    DecisionRequested --> Accepted: Four actions
    DecisionRequested --> Declined: One action
    DecisionRequested --> Waiting: Two actions
    Waiting --> Accepted: Owner accepts
    Waiting --> Declined: Owner declines
    Accepted --> InProgress
    InProgress --> Completed
    Completed --> [*]
    Declined --> [*]

The waterfall shows the same count as a path. Seven were recommended, one was declined and two are waiting, which leaves four accepted.

Live example from the Dashboards app, shown with Pennock Hospitality Group's demo data.

The two decisions still open

Choose a recommendation to see what Desmond is deciding and what happens after.

Harbor Table lease

Waiting 11 days Tallgrove owner: Celeste Deverell

Deciding. Whether Pennock goes ahead with a lease renegotiation for Harbor Table once the landlord's renewal figure is known.

Needed first. The landlord's renewal figure. Without it the comparison with current occupancy cost cannot be prepared.

If the figure arrives by Oct 9. Celeste Deverell compares it with the current cost and Desmond decides at the check-in. If it does not. The check-in records the decision as waiting on the landlord, with a new date set that day.

Insurance renewal

Waiting 8 days Tallgrove owner: Tobias Rennert

Deciding. Which of the quotes in the delivered comparison Pennock takes forward at renewal, or whether to ask for new quotes.

Needed first. Nothing more from Tallgrove. The comparison was delivered and the next move is Desmond's.

If Desmond chooses by Oct 9. Tobias Rennert records the choice and the card moves to Accepted. If he wants new quotes. Tobias reopens the comparison and sets a new due date.

Next steps

The path for the record as a whole, from the meeting to completed work:

Before the October 9 check-in

How to use this template

Update the record after each advisory meeting and again whenever the owner answers. Give every recommendation an owner, a due date, the evidence behind it and one of the decision states, and write the reason on any recommendation that is declined.

Variable	Meaning	Required
`{{client.name}}`	Client the record is for	Required
`{{meeting.date}}`	Date of the advisory meeting	Required
`{{recommendation.rows}}`	Recommendations with owner, due date and evidence	Required
`{{recommendation.decision}}`	Waiting, accepted or declined for each recommendation	Required
`{{recommendation.days_waiting}}`	Days each open recommendation has waited	Required
`{{recommendation.owner}}`	Person at the firm who acts next	Required
`{{recommendation.decline_reason}}`	Reason written on a declined recommendation	Optional

If a required value is missing, show Needs review in its place and hold the record; never fill it with a guess. If the decision register cannot be read, show Unavailable instead of the counts.

The live Dashboards blocks on this page show the Pennock Hospitality Group demo profile. Point each block at your own client's profile, or remove it, before you share the page.