Morning Briefing
Tuesday, April 7, 2026
Client Deadlines (Next 7 Days)
Apex Holdings LLC
Q4 Financial Review
Apr 9, 2026
Due in 2 days
Martinez Family Trust
1040 Filing
Apr 10, 2026
Due in 3 days
Greenfield Ventures Inc.
Payroll Tax Deposit
Apr 12, 2026
Due in 5 days
Outstanding Document Requests
Brightstone Properties
W-9 Forms (3 vendors)
Requested Mar 28, 2026
Atlas Consulting Group
Bank statements (Jan-Mar)
Requested Apr 1, 2026
Approval Queue Summary
1
Critical
1
High
2
Medium
1
Low
Unread Messages(4)
Sarah Chen
Quick question about the Q1 reconciliation for Apex...
Michael Torres
The new referral link for David Park is ready to...
System Alert
QBO sync completed for 6 clients. 1 error detected...
Overdue Invoices
Brightstone Properties
$2,750.0012d overdue
Summit Digital Agency
$1,500.005d overdue
Atlas Consulting Group
$815.002d overdue
Upcoming Meetings
Q1 Review — Apex Holdings
John Martinez (CFO)
Discovery Call — Neon Labs
Alex Park (Founder)
Engagement Next Actions
Apex Holdings LLC
Review Q4 financials and prepare board summary
Brightstone Properties
Follow up on outstanding W-9 forms
Summit Digital Agency
Schedule quarterly planning session
Atlas Consulting Group
Complete payroll setup and test first run
Insurance & Risk Flags
Apex Holdings LLCD&O Insurance Lapsed
Recommend renewal through broker
Coastal Realty GroupWorkers Comp — No Active Policy
Flag for next client meeting