Overview
Due
Sample task. Check in with Tobias, ask what is holding it up.
Overdue: 2026/10/03 · Saltmarsh Coffee Roasters, monthly bookkeeping · Saltmarsh Coffee Roasters
OpenSample task. Send the second note to Callum.
Overdue: 2026/10/06 · Wren Street Accounting · Wren Street Accounting
OpenSample task. Offer Lenka a 20 minute call.
Due 2026/10/08 · Ostrander Pet Supply, monthly bookkeeping · Ostrander Pet Supply
OpenSample task. Discovery call with Dev, Friday.
Due 2026/10/10 · Copperline Electric, monthly bookkeeping · Copperline Electric
Open
Stale
- Juniper Row CPAs
Juniper Row CPAs · Identified · no activity in 60 days
- Lantern Peak Coaching
Lantern Peak Coaching · Identified · no activity in 60 days
- Saltmarsh Coffee Roasters, monthly bookkeeping
Saltmarsh Coffee Roasters · Thinking it over · no activity in 15 days
Signed by source
| Source | Signed | Value |
|---|---|---|
| CPA referral: Corinne Harlan | 1 | $9,900 |
| Coach referral: Teodor Brandt | 1 | $9,900 |
| Website inquiry | 1 | $9,900 |
Signed by referring person
| Source | Signed | Value |
|---|---|---|
| Corinne Harlan | 1 | $9,900 |
| Teodor Brandt | 1 | $9,900 |
Companies
15
Contacts
15
Deals
15