Dreamland BBQ

Active VAs

$1,895/mo

Monthly Investment

June 2020

Client Since

Active

Engagement Health

Key Contacts

Primary POC

Betsy McAtee (CFO-level Primary POC)

Secondary Contacts

Katrina Whitlow (Accounting Manager), Jonathan Bird

Brad's Relationship

One of OA's longest-standing clients (6+ years). Low risk, highly satisfied. Kim Mallari is the 'umbrella' for operational continuity.

Virtual Assistant Team (1 VA)

Kim Mallari (Michael Angelo A. Mallari)

Specialized Accounting / R365 Expert

Start Date: June 2020

Status: Active | Star Performer

Summary: Full R365 accounting across multiple franchise locations. Bank reconciliation, Toast POS sync, XtraChef invoice integration, NAF & royalties calculations, 3rd party delivery fee reconciliation. R365 certified: ranked 8th out of 93. 100% KPI score, 5/5 satisfaction. 6-year tenure.

Communication Channel

GChat Space

spaces/AAQAmDcx8RI

Update Frequency

Weekly via GChat Dream Team

Communication Notes

Betsy is responsive but busy. Occasionally slow on touch-base calls. Prefers email communication. Monthly survey completion is consistent. Kim handles day-to-day with Katrina Whitlow as accounting manager supervisor.

Advisory Document Status: Delivered

Strategic Insights & Recommendations

R365 Software-as-a-Managed-Service Candidate

Kim is one of OA's most R365-proficient VAs (top 8/93 certified). Dreamland BBQ is a flagship reference account for R365 expertise. Prime candidate for the managed service model.

Multi-Location Franchise Accounting

Each location is a separate R365 entity. Complex multi-entity accounting with NAF, royalties, and franchise-specific financial workflows.

Buy & Ship E-Commerce Channel

USDA product direct-to-consumer shipping creates a nationwide e-commerce revenue line beyond dine-in. Opportunity for VA support in order management.

Legacy Account Value

6+ year tenure, legendary brand (est. 1958), $50M revenue. This is a premium reference client and case study for OA's restaurant vertical.

Time Doctor Integration

Time Doctor Integration Coming Soon

Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.

Preview: What You Will See

Metric	Description
Daily Hours Tracked	Hours logged per VA per day with idle vs. active breakdown
Weekly Productivity Score	Percentage of tracked time spent on productive tasks
Top Applications Used	Most-used apps and websites during work hours
Screen Activity	Screenshot frequency and activity levels
Attendance & Schedule	Clock-in/out times, breaks, overtime tracking

Company Information