FamReynaBrain/areas/finances/a2eg_llc_operations.md

Date, Author, Tags

Date	Author	Tags
2026-05-26	Pi-Brain	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

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