Motta Financial
💼Work at Motta Financial
Big Rocks
6
Medium Rocks
1
Small Rocks
2
Big Rocks(6)
Zapier: Karbon -> Airtable
🔄 In Progressbig rock
14 oz of weed!
💼 Motta FinancialOct 6
Zapier: Ignition -> Airtable
📋 To Dobig rock
$1500!!
💼 Motta FinancialOct 8
Paul Mccarthy Pricing Sheet?
📋 To Dobig rock
schedule time with caroline
💼 Motta FinancialOct 8
Create automation for proposal creation
📋 To Dobig rock
$1,500 on the line.
💼 Motta FinancialOct 8
Edit and make better tommy awards form
📋 To Dobig rock
💼 Motta FinancialOct 8
Kara Gibler Tax Prep (2023 & 2024)
📋 To Dobig rock
💼 Motta FinancialOct 8
Medium Rocks(1)
Make PPT for Dat BAP
📋 To Domedium rock
💼 Motta FinancialOct 8
Small Rocks(2)
Victoria Manton tax prep
🔄 In Progresssmall rock
2021, 2022, 2023
💼 Motta FinancialOct 8
Workforce Housing (990) Tax Prep
🔄 In Progresssmall rock
- Need amounts contributed to each program
💼 Motta FinancialOct 8