Clients

Maple Ridge Logistics

Clients / Maple Ridge Logistics / Phase 1 · review
MR
Maple Ridge Logistics
Owner LaMar · ·
Phase 1 · review

Phase 1 document checklist

2 of 4 received
✓2 years financial statementsRita · Jul 10
✓Corporate tax returnsChrista · Jul 11
↑Bank statements — 12 months
…Accounts receivable agingmissing

Tasks

subtasks + checklists
Email bookkeeper re: bank statementsCM · Jul 11
Follow up on AR aging reportCM

Services

Business planunlocks after Phase 2 complete
Financial projectionsunlocks after Phase 2 complete
Review engagementunlocks after Phase 2 complete

Discussion

RH
Rita · Jul 10, 9:44 AMFinancials are in. Statements look clean, margins steady both years.
CM
Christa · Jul 11, 2:20 PMTax returns uploaded too. @LaMar can you ping their bookkeeper about the bank statements?
LV
LaMar · Jul 11, 3:05 PMOn it — bookkeeper says AR aging comes Friday, bank statements sooner.
System · checklist updated — 2 of 4 received

Deliverables

Nothing here yet — the Phase 1 assessment lands here as a draft for review once it runs.

Timeline

Christa uploaded corporate tax returns
Jul 11 · 2:14 PM
Rita uploaded 2 years financial statements
Jul 10 · 9:41 AM
Engagement created from Zoho CRM
Jul 8 · 4:03 PM