---
Date: 2026-05-26
Author: Pi-Brain
Tags: [areas, finances, llc, operations, accounting]
---

## A2EG LLC Operations Log

## 2026-05-26 Updates (A Reyna)

- Purchased an iPad to support LLC business operations.
- Next action: get QuickBooks set up for business bookkeeping.
- Next action: schedule a business sync meeting with Alicia to review:
  - Recent purchases,
  - How business-related purchases should be handled going forward,
  - Tracking/accounting workflow expectations.

## Task Checklist

- [ ] Purchase and configure QuickBooks for A2EG LLC.
- [ ] Schedule A2EG LLC sync meeting (Adolfo + Alicia).
- [ ] Define standard process for classifying and recording LLC purchases.

## Proposed Meeting Agenda (A2EG LLC Sync)

1. Confirm objective of LLC bookkeeping process.
2. Review recent purchases (including iPad) and business purpose.
3. Decide category/tag rules for expenses (equipment, software, travel, etc.).
4. Set receipt/document retention process (where files are stored).
5. Align on QuickBooks setup (accounts, roles, monthly workflow).
6. Define approval/notification rule for future purchases.
7. Assign owners + due dates for next actions.

## Draft Email (Internal)

Subject: A2EG LLC Sync Meeting — Purchases, QuickBooks, and Expense Process

Hi Alicia,

I’d like to schedule a short A2EG LLC business sync this week to align on recent purchases and our bookkeeping process.

Main goals:
- Review recent LLC purchases (including the new iPad) and classify them correctly.
- Set up QuickBooks for consistent tracking.
- Agree on a standard process for future business purchases, receipts, and approvals.

Proposed agenda:
1) Recent purchases review
2) QuickBooks setup decisions
3) Expense handling workflow going forward
4) Action items and owners

Would tomorrow morning at a restaurant work for you for this sync?

Thanks,
Adolfo

## Related

- [[areas/finances/index]]
- [[Areas]]
