Meetings (2)
Apr 2 6:12PM
Mar 23 3:01PM
Action Items (13)
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
Complete Claude partner program certification
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Mar 23, 2026
New client detected: clustr.cc -- tap to confirm
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