Meetings (3)
Action Items (39)
Apr 28, 2026
Verify and provide missing bank statements for February and March
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Apr 28, 2026
Reconnect or manually upload Wise account transactions
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Apr 28, 2026
Investigate Stripe integration and implement proper accounting integration
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Apr 28, 2026
Explore GoHighLevel to QuickBooks integration
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Apr 28, 2026
Provide payroll and hiring plan scenarios to financial team
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Apr 28, 2026
Execute payroll reductions and team restructuring
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Apr 28, 2026
Reconcile revenue discrepancies across systems
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Apr 28, 2026
Review and test Lucid financial platform
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Apr 28, 2026
Verify QuickBooks and GoHighLevel synchronization
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Apr 28, 2026
Reclassify Stripe loan payment in QuickBooks
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Apr 28, 2026
Share Google Drive folder with financial team
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Apr 6, 2026
Add company name column to recurring revenue spreadsheet
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Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
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Apr 6, 2026
Install Claude on computer
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Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
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Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
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Apr 6, 2026
Review Lucid Finance QuickBooks work for February
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Apr 6, 2026
Create cash flow projection for next 2-3 months
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Apr 6, 2026
Watch Claude Cowork tutorial videos
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Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
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Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
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Apr 6, 2026
Verify and update payroll tab in pro forma
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Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
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Apr 6, 2026
Clarify Clay invoice status with Martin
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Mar 20, 2026
Call Bryan on cell
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Mar 20, 2026
Set up debit card for business filings
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Mar 20, 2026
Ensure Lucid has materials to close February books
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Mar 20, 2026
Complete manual spreadsheet build before automation
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Mar 20, 2026
Learn state business filing process with Kelly
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Mar 20, 2026
Complete North Carolina state filings
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Mar 20, 2026
Complete second state filing for Next Wave Rentals
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Mar 20, 2026
Restructure revenue categories on dashboard
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Mar 20, 2026
Create separate projection tabs for financial forecasting
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Mar 20, 2026
Build payment schedule tab for cash flow tracking
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Mar 20, 2026
Update pro forma dashboard with formulas and revenue categories
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Mar 20, 2026
Build pipeline/projections tab for deal tracking
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Mar 20, 2026
Add total debt column to dashboard
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Mar 20, 2026
Fix dashboard revenue calculations to use formulas instead of hard-coded values
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Mar 20, 2026
Add monthly cost breakdown with payroll and expenses columns
done · View Meeting