Fwd: 05/30/24 - Action Required - $94k Open Balance - New Client Audit Results

--000000000000cc2e1e0619b2fdb4 Content-Type: multipart/related; boundary="000000000000cc2e1d0619b2fdb3" --000000000000cc2e1d0619b2fdb3 Content-Type: multipart/alternative; boundary="000000000000cc2e1c0619b2fdb2" --000000000000cc2e1c0619b2fdb2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please see the audit and update where needed. Best, ---------- Forwarded message --------- From: Date: Thu, May 30, 2024 at 1:59=E2=80=AFPM Subject: 05/30/24 - Action Required - $94k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Triff Cook , Yukari Roberts = , Beth Ann Rosario , Claudia Hernandez , Jennifer Piper , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Gerard Draetta , Lito Delapena , Marc Atkinson , , , , , , , , , , , , Hello Everyone, Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $94K open balance for these client=E2=80=99s missing documentation listed by division. Please= review and address the document attached in the link below, including any clients with start months in Jan 2024 - Apr 2024 who account for over $24K of these open balances. The deadline for May commissions is Friday June 7th , please reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies or questions. Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. Please click here to review the updated audit tracker. - West Division has the largest open balance at just over $68k in total with $16k open for clients with start dates in Jan 2024 - Apr 2024 and h= as the largest # of clients that have started services in need of attention= at 33. - Southeast Division currently has the second largest open balance at over $13k in total with $798.00 open for clients with start dates in Jan 2024 =E2=80=93 Apr 2024 and has the second largest # of clients that hav= e started services in need of attention at 15. *Approx $94k open balance due for clients with a missing CCA or payment aut