Professional Documents
Culture Documents
2020 Client Taxes WKSHT
2020 Client Taxes WKSHT
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0 Signed agreement How wouldSent complinvoiced? Paid Extension
Aharoni, Jordan and Ashley N E-mail N Yes
Ashbrook, Stephen and Kristi N E-mail Y N N N/A
Cooper, Jamie N email Y N N N/A
Davis, Barbara Y Mailed Y Y Y N/A
Day, Sharon Y E-mail Y N N N/A
Dias, Mark N Mailed Y
Gordon, Joseph N Email Y N N N/A
Haley, Kim N Mail N N N N/A
Haley, Kim (Mother) N Mail Y N N N/A
Johnson, Danielle and Ronald N E-mail Y
Jones, Tyler N E-mail Y N N N/A
Komlofske, Kari and Carl Y E-mail Y N N N/A
Kubishta, Jacob and Casey Y E-mail Y N N N/A
Latorre, Jon N E-mail Y
Lai, Chien N E-Mail Y N N N/A
LeClaire, Ryan and Claire Y E-mail Y N N N/A
Lucia, Danielle N E-mail Y
McIntosh, John N Mail Y
Metzler, Ian and Nina Y E-mail Y N n N/A
Newton, Anthony and Carolyn N E-mail Y
Noonen, Julia N Mail Y N/A
Phelps, Marcus and Tasha N Email Y N N N/A
Riffenburgh, Gregory and Lynne N Mail Y N N N/A
Rippy, Andrew and Charlene N Email
Roque, Perry and Christine N Mail Y N N N/A
Schmidt, Mark N Email Y N N N/A
Seward, Ian and Lucrecia N E-mail Y N n
Swint, Steve and Jennifer N Mailed Y N N N/A
Weeks, Deirdre and John Y E-mail Y N N N/A
Zimmer, Chris and Sarah N E-mail Y
Amount Invoice created
600 Y
600 y
300 y
300 y
325 y
325 y
300 y
250 y
250 Y
350 y
600 Y
325 y
350 y
650 y
500 Y
500 y
500 y
250 y
700 Y
500 Y
600 Y
300 y
375 Y
1000 y
400 y
175 y
2000 Y
300 y
800 Y
250 y
Worth E-commerce 1000 6/8/2021
Ridgeline Partners charged in monthly bill
Ridgeline Ops included in above
KellyHouse Holdings 500 6/8/2021
Walsh S-Corp ? charged with personal square
AAKT 400 6/8/2021
2 C Investment 500 6/8/2021
Biltmore 500 6/8/2021
Circles Manager LLC -Popple paid 6/8/2021
Wander PNW 6/8/2021
2900
Hours PH
Ridgeline 741 5 -50
Brainwave 800 6 -60
Midas Health 250 2 -20
Fosler Architect 750 5 -50
Humbra 400 3 -30
Peregrine 750 5 -50
BW Transportation Se 750 5 -50
-310 -3720
4,441 53,292
113,292 -9720
Leads
Portland's Premier Property Management - Jessica Brown
Hart's BBQ Sauce