Today
Good morning, Meridian & Cole
As of
Jul 13, 2026
Clients
25
under management
Active engagements
12
in flight this quarter
Next hard deadline
9d
Westerville 8-unit inspection period ends
Files awaiting sync
15
of 112 mapped source files
Next 30 days
Full radar →- Jul 14Bluestone June close & flash report due (BD10) · Bluestone Grill Groupsoft
- Jul 21Veritas TX VDA response on taxable-basis position · Veritas Analyticssoft
- Jul 22Westerville 8-unit inspection period ends · Northgate Property Partnershard
- Jul 23Maple & Main June close + Ohio sales tax grid · Maple & Main Boutiquehard
- Jul 24Riverbend all-hands meeting on $2.45M compromise model · Riverbend Orthodonticssoft
- Jul 31Polaris lease-vs-close model to Bluestone owners · Bluestone Grill Groupsoft
Needs attention
Sources →- changedJune 2026 QBO export - all three locations.qboBluestone Grill Group
- changedFlash report workbook - June 2026 DRAFT.xlsxBluestone Grill Group
- changedProject write-ups - four qualifying projects DRAFT.docxKepler Machine & Tool
- pendingQ2 2026 payroll reports - Kevin Liscio upload.pdfOsei Family Dentistry
- changedWesterville 8-unit purchase agreement - amended.pdfNorthgate Property Partners
- changedBoot analysis - three price points.xlsxNorthgate Property Partners
Active engagements
- 2025 Extension SeasonDiane Cole
- Beacon Hill ERC Exam CloseoutMarcus Webb
- Bluestone Monthly CloseTom Kowalski
- Cardinal Point FY2025 ReviewMarcus Webb
- Kepler R&D Credit Study 2025Priya Sharma
- Kessler QSBS AnalysisDiane Cole
- Lumen S-Election TransitionPriya Sharma
Recent notes
- 2026-07-09Bluestone Q2 Review 2026-07meeting
- 2026-07-01Memo 1031 Timeline Northgatememo
- 2026-06-26Partner Meeting 2026-06meeting
- 2026-06-12Riverbend Buy-In Meeting 2026-06meeting
- 2026-05-28Staff Training Sec 174 2026-05meeting