Deals/BrightPath Agency - Catch up + ongoing

BrightPath Agency - Catch up + ongoing

$9,600 · Proposal Sent · close Nov 14 · Chris Morgia

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$400/mo Advanced Bookkeeping

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Oct 28 · Today

Follow-up — BrightPath (bank redlines)3pm–3:30pm · Google Calendar · Chris MorgiaOct 28

Confirm catch-up invoice split with financetask · Chris Morgia · Fathom action itemdue Today

Oct 23 · 5d ago

Chris MorgianoteOct 23 · 10:10 PM

Proposal viewed 3x today. Lauren forwarded to her bank contact. Expect redlines on the catch-up timeline.

Oct 22 · 6d ago

Catch-up invoicing — split across twosent by Chris Morgia · GmailOct 22 · 9:05 PM

Lauren, confirmed we can split the catch-up fee 50/50 at kickoff and at delivery…

Oct 20 · 8d ago

Negotiation → Proposal SentBrightPath Agency - Catch up + ongoing · by Chris MorgiaOct 20 · 3:00 PM

Proposal v1Viewed$9,600 · $400/mo · Airtable recB1…Oct 20

Catch Up Bookkeeping (Apr–Oct 2026) · one-time · $4,800 Advanced Bookkeeping · monthly · $400

Oct 15 · 13d ago

Uplinq demo — Lauren Whitfield / BrightPath38m · Fathom · host Chris MorgiaOct 15 · 6:30 PM

Bench shutdown left six months of books undone. Needs accrual view for line-of-credit renewal 12/10. Pricing sensitivity on catch-up; asked about splitting catch-up across two invoices.

↳ Confirm catch-up can be split across 2 invoices↳ Send accrual sample report

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Proposals1

v1 · $9,600 · $400/moOct 20

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Lauren WhitfieldFounder

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BrightPath AgencyMarketing Agencies · 1 entities

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