← Cancel
Edit note
Client
Year(s)
Status
Green — ready / near-ready
Yellow — awaiting info
Red — substantive work
Blue — new client onboarding
Results (as prepared)
2023 fed ref $3,445/OH ref $527. 2024 fed ref $4,268/OH ref $499/$0 Maumee
Blocking item / next step
2023 signed, awaiting payment. 2024 out for signature.
Cancel
Save changes