1.6 Weekly Team Reports

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211119 Weekly Report

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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