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Scenario · Communication site

A CPA firm intranet

The page a public-accounting firm opens through busy season: the deadlines coming up, the notices on the desk, which engagement is next, and the templates the team reaches for every week. Below is a concept design for a mid-sized CPA firm, built entirely from web parts that ship with SharePoint.

Audience public accounting firm Build time about one day Licensing Microsoft 365, no add-ons
hawthornepierce.sharepoint.com/sites/ledger
SharePoint
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Hawthorne & Pierce CPAs The Ledger
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Published 6/29/2025 Share Edit

Welcome to
The Ledger

The digital home of Hawthorne & Pierce CPAs: connecting our people, processes, deadlines, and firm knowledge.


Welcome New Team Members

STAFF ACCOUNTANT – TAX SERVICES

Olivia Martinez

We are pleased to welcome Olivia Martinez to the Tax Services team at Hawthorne & Pierce CPAs. Olivia joins us with three years of public accounting experience focused on individual and pass-through entity taxation.

AUDIT ASSOCIATE – AUDIT & ASSURANCE

Daniel Brooks

Please join us in welcoming Daniel Brooks to the Audit & Assurance team. Daniel recently earned his Master of Accountancy and brings experience in financial statement preparation and internal control documentation.

Firm Metrics

Active Tax Returns in Progress 126
Entity Returns Pending Review 42
Open Audit Engagements 18
Average Realization Rate (MTD) 87%

Concept design, hand-coded to preview the layout. Hawthorne & Pierce CPAs is fictional; all names, numbers and photos are illustrative. The real page is built directly in SharePoint.

Want help building yours? info@tenantcraft.ca

No code, out of the box

What you’re looking at

Nothing on that page is custom-built. Every block is a standard SharePoint web part, set up by an editor with permission to the site.

Click a card to see the exact steps for building it.

Want your firm to open like this?

This is a concept, not a template you download. A real homepage is shaped around your engagements, your deadlines and the templates your team actually reaches for. A 20-minute call is enough to sketch what yours would look like.

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