sync brain updates and archive recent notes

2026-05-28 10:35:09 -04:00
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+---
+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]]