Clients
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Team chat
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Whole firm
Kestrel Manufacturing LLC
Northline Dental PC 3
2025 1120-S — Kestrel
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MRMarcus Reed
SPSofia Park 1
Internal team channel — the client can't see this. Messages to the client go through their portal.
MR
Marcus Reed9:12 AM
Trial balance is tied out for $Kestrel Manufacturing LLC. Depreciation schedule still needs the new forklift.
DW
Dana Whitfield9:20 AM
@Marcus Reed invoice is in #2025 1120-S — Kestrel under Documents. Book it at 7 years.
SP
Sofia Park9:34 AM
Client called about the extension — I logged it on their record.
Message…
People
MRMarcus Reed
SPSofia Park
TLTom Lasseter