1.6 Weekly Team Reports
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1.6 Weekly Team Reports
211119 Weekly Report

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Terri

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Top Weekly Accomplishments

Administrative and project support
Reviewed Mark’s email for time sensitive critical items
Coding of October financial transactions
Scheduled FSC education session with Ron William
Call with Bill/Dan re: metrics
Set up access for Liz to hello@drrichardsmith.com mailbox
Pulled FSC numbers/reports for Bill
Invoice processing
Updated team report

Week’s Top Objectives

Administrative and project support
Weekly QBO reconciliation for all three entities
Call with Mandie/CFO Alliance to review financials
Complete travel arrangements for Richard
Follow-up with Mandy on Mark’s files
Follow-up on Land Survey estimate
Schedule year-end review with CFO Alliance
Start working on draft budget for 2022
Invoice processing

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠
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