Weekly Review – Grace Ann Nocos – 11/11/22

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    Date: November 11, 2022

    – Meeting with budget assumptions.
    – Meet the assigned person per teams.
    – SOA per jurisdiction for transfer of clients.
    – Varal RAK Bank TL update
    – SCTC Mahsreq TL Update
    – Routine works: Quickbooks, banks, payments

    Date: November 18, 2022

    – Continue budget assumptions meeting.
    – Transfer of clients to new agent.
    – Routine works: Quickbooks, banks, payments
    – Outsource – payment platform.

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