Good morning. Here's what happened across the firm yesterday and what needs your attention today.
8 meetings completed yesterday. Top themes: tax planning, retirement transitions.
3 invoices need approval this morning, $2,407 total. One duplicate caught — $1,840 prevented.
Marketing director approved 7 of 9 podcast variants. Two pending compliance review.
Pre-meeting brief ready for your 11 AM with Marcus Holland (recruit).