aeroreyna
62 lines
1.9 KiB
Markdown
62 lines
1.9 KiB
Markdown
---
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Date: 2026-05-26
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Author: Pi-Brain
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Tags: [areas, finances, llc, operations, accounting]
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---
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## A2EG LLC Operations Log
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## 2026-05-26 Updates (A Reyna)
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- Purchased an iPad to support LLC business operations.
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- Next action: get QuickBooks set up for business bookkeeping.
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- Next action: schedule a business sync meeting with Alicia to review:
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- Recent purchases,
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- How business-related purchases should be handled going forward,
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- Tracking/accounting workflow expectations.
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## Task Checklist
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- [ ] Purchase and configure QuickBooks for A2EG LLC.
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- [ ] Schedule A2EG LLC sync meeting (Adolfo + Alicia).
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- [ ] Define standard process for classifying and recording LLC purchases.
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## Proposed Meeting Agenda (A2EG LLC Sync)
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1. Confirm objective of LLC bookkeeping process.
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2. Review recent purchases (including iPad) and business purpose.
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3. Decide category/tag rules for expenses (equipment, software, travel, etc.).
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4. Set receipt/document retention process (where files are stored).
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5. Align on QuickBooks setup (accounts, roles, monthly workflow).
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6. Define approval/notification rule for future purchases.
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7. Assign owners + due dates for next actions.
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## Draft Email (Internal)
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Subject: A2EG LLC Sync Meeting — Purchases, QuickBooks, and Expense Process
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Hi Alicia,
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I’d like to schedule a short A2EG LLC business sync this week to align on recent purchases and our bookkeeping process.
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Main goals:
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- Review recent LLC purchases (including the new iPad) and classify them correctly.
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- Set up QuickBooks for consistent tracking.
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- Agree on a standard process for future business purchases, receipts, and approvals.
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Proposed agenda:
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1) Recent purchases review
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2) QuickBooks setup decisions
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3) Expense handling workflow going forward
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4) Action items and owners
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Would tomorrow morning at a restaurant work for you for this sync?
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Thanks,
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Adolfo
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## Related
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- [[areas/finances/index]]
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- [[Areas]]
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