Today, planned.
THU · JUL 30
Mercer Bookkeeping — desk copy
8:00
Inbox zero + bank feeds
All client accounts reconciled by 9
9:00
Call — Harbor Deli quarterly
Sales tax questions · 45 min
10:00
Payroll run — 3 clients
Cutoff is noon, start early
11:00
12:00
Lunch + walk
1:00
New client onboarding — Petal & Stem
Chart of accounts setup · bring engagement letter
2:00
↳ continues
3:00
Month-end prep — Vantage Salon
Missing receipts list → email owner
4:00
Office hours — drop-in questions
Posted on door · 4–5 only
5:00
TOP THREE