Owner draws ledger

Asked Mar 14, no reply. 2 reminders sent.

Capital One CC statement

Asked Apr 28. 1 reminder sent.

Review Q1 wire transfer on p.2 of operating statement

Maya flagged this for follow-up — unusual outbound wire.

Reconcile March bank statement to QBO

Categorize 12 unmatched March transactions

Auto-pull from Plaid surfaced 12 txns without rules — review and categorize.

Confirm SBA loan amortization schedule

Client uploaded a partial doc — needs confirmation it's the current schedule.

! Awaiting client confirmation

March operating bank statement

Square payouts CSV

Stripe deposits

Vendor bills (March)