Clients
8 total| Business | Entity | Status | Services | Fee/mo | Next Action | Last Touch |
|---|
| Apex Holdings LLC | S-Corp | Action Needed | BookkeepingTax PrepAdvisory | $3,500.00 | Review Q4 financials | 2 days ago |
| Martinez Family Trust | Trust | Active | Tax PrepEstate Planning | $2,000.00 | Monthly reconciliation | 1 week ago |
| Greenfield Ventures Inc. | C-Corp | Active | BookkeepingTax PrepCFO Services | $4,500.00 | Tax filing review | 3 days ago |
| Brightstone Properties | LLC | Awaiting Documents | BookkeepingTax Prep | $2,750.00 | Pending W-9 forms | 5 days ago |
| Summit Digital Agency | LLC | Active | Bookkeeping | $1,500.00 | Quarterly planning | 1 day ago |
| Coastal Realty Group | S-Corp | Active | BookkeepingTax Prep | $2,250.00 | Annual review | 4 days ago |
| Neon Labs | C-Corp | Prospect | Advisory | -- | Discovery call scheduled | Today |
| Atlas Consulting Group | LLC | Active | BookkeepingPayroll | $1,750.00 | Payroll setup | 6 days ago |