Meetings (2)
Apr 2 6:12PM
Mar 30 9:58AM
Action Items (24)
Apr 28, 2026
Create corrected data dump query
done · View Meeting
Apr 28, 2026
Fix admin portal to use direct database queries instead of stored procedures
done · View Meeting
Apr 28, 2026
Validate duplicate data issues with Lynette and Anton
open · View Meeting
Apr 28, 2026
Investigate Kimelin Howard duplicate records
done · View Meeting
Apr 28, 2026
Investigate Cameron Tillman duplicate license issue
done · View Meeting
Apr 28, 2026
Prevent Romar from creating test data in production
open · View Meeting
Apr 28, 2026
Purchase Dell laptop charging cable
open · View Meeting
Apr 28, 2026
Review admin portal requirements with Pam
open · View Meeting
Apr 28, 2026
Create Lucid account copy and transfer to Miro
open · View Meeting
Apr 28, 2026
Set up Miro board access for team members
open · View Meeting
Apr 28, 2026
Clean up test accounts in database
done · View Meeting
Apr 28, 2026
Investigate duplicate roster IDs in database
done · View Meeting
Apr 28, 2026
Create new roster user and roster license table structure
done · View Meeting
Apr 28, 2026
Verify and provide missing bank statements for February and March
open · View Meeting
Apr 28, 2026
Reconnect or manually upload Wise account transactions
open · View Meeting
Apr 28, 2026
Investigate Stripe integration and implement proper accounting integration
open · View Meeting
Apr 28, 2026
Explore GoHighLevel to QuickBooks integration
open · View Meeting
Apr 28, 2026
Provide payroll and hiring plan scenarios to financial team
open · View Meeting
Apr 28, 2026
Execute payroll reductions and team restructuring
open · View Meeting
Apr 28, 2026
Reconcile revenue discrepancies across systems
open · View Meeting
Apr 28, 2026
Review and test Lucid financial platform
open · View Meeting
Apr 28, 2026
Verify QuickBooks and GoHighLevel synchronization
open · View Meeting
Apr 28, 2026
Reclassify Stripe loan payment in QuickBooks
open · View Meeting
Apr 28, 2026
Share Google Drive folder with financial team
open · View Meeting