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Monthly account statement

A working template with sample values filled in. Replace the bracketed fields with your own, or wire it to your booking system.

Worked example — fictional client, illustrative figures. Open the blank template
ERRANDABLESCONCIERGE & LIFESTYLE MANAGEMENT
ACCOUNT STATEMENT
No. ST-2026-09-0031
Period 1–30 Sep 2026
Terms Net-30 · due 30 Oct

Account

Billed to

Harrow & Beck LLP
1200 K St NW, Suite 900
Washington, DC 20005
Account HB-0031 · MSA-2026-0044

Summary

Runs completed: 31
Volume tier reached: Tier 1
On-time completion: 31 of 31
Certificates issued: 1 (waived)

Charges

Standard courier runs — 27 at tier 1 rate $39.00$1,053.00
Rush runs — 3 at $89.00$267.00
On-site hourly — 2.50 hr at $70.00 (filing room reorganisation, 12 Sep)$175.00
Distance beyond 10 miles — 61.4 mi at $2.75$168.85
Chain-of-custody records — 18 at $10.00$180.00
Additional stops — 7 at $12.00$84.00
Certificate of insurance — waived, account above $500/month$0.00
Subtotal$1,927.85
Tier 1 retrospective adjustment — 27 runs rebated from $45.00 to $39.00−$162.00
Due by 30 October 2026$1,765.85

Activity by matter

2026-CL-00871 — Fairfax Circuit Court filings and returns9 runs
2026-CL-00904 — DC Superior Court, deadline deliveries7 runs
Title & recording — Loudoun and Arlington6 runs
General office — deposits, supplies, client gifting9 runs

Service level

On-time: 100% (31 of 31)
Median quote turnaround: 41 min
Fee waivers this period: none due

Next tier

75 runs earns tier 2 at $34.00
At 31 runs you are 44 short
A standing route would close most of that gap — ask the desk.

Full run-by-run detail with task IDs, origins, destinations, runners and timestamps is attached. Disputed lines must be raised within 10 business days under clause 2 of MSA-2026-0044.

Errandables · 14325 Willard Rd, Suite 100A, Chantilly, VA 20151 · (571) 662-2911 · info@errandables.com

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