Agenda

Yesterday - Today
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Client messages where Coco detected dissatisfaction, complaints or risk language. Resolve quickly to protect the relationship.
JH
James Holloway
jh@apex-logistics.com
via Outlook
Concern

Bookkeeping has been late three weeks running

James HollowayMon 16 Jun 09:14

Hi Janice, Looking at this month again, we've had bookkeeping come through three weeks late now. It's making my month-end review really painful and our investor reporting is slipping. Can we have a call this week to sort this out? Thanks, James

Janice ClapsonMon 16 Jun 11:02

Hi James, Apologies. I'll set up a call this afternoon. Holly Gibson will be picking up your account from Wednesday and you should see things back on track from next week. Janice