--000000000000745fa905dd3e6c13 Content-Type: text/plain; charset="UTF-8" Thank you! On Fri, Apr 22, 2022 at 8:23 AM James Patchett wrote: > Greg, > > I have just added a call to the calendar for next Tuesday. I invited > Matt, Angie, Sam (their Accounting person), Hua, Sandra, Timothy and You. > Please feel free to add anyone else you'd like to the invite. > > Thank you, > > James > > On Thu, Apr 21, 2022 at 2:38 PM Greg Silberman > wrote: > >> great >> >> can we get a call with the accounting folks at Oakville & Waterloo on >> calendar please? >> >> >> On Wed, Apr 20, 2022 at 5:25 PM James Patchett >> wrote: >> >>> Thank you Greg! >>> >>> Hua, great to meet you and welcome to the team. >>> >>> I am also including Timothy Thomas Head of Canada here. >>> >>> Thank you, >>> >>> James >>> >>> On Wed, Apr 20, 2022 at 4:31 PM Greg Silberman >>> wrote: >>> >>>> James, >>>> >>>> We have a new team member who will handle the accounting for Canadian >>>> entities. >>>> >>>> Please include her in correspondence going forward. >>>> >>>> >>>> >>>> On Fri, Apr 1, 2022 at 3:32 PM James Patchett >>>> wrote: >>>> >>>>> Hello team, >>>>> >>>>> This deal closed on 4/1/2022 and the integration period is complete. >>>>> Please see below for the status of some key milestones: >>>>> >>>>> *CG Onboarding*: Stock Deal - Not Applicable >>>>> >>>>> *Office Staff Onboarding*: Stock Deal - Not Applicable (They have >>>>> been entered into BambooHR for profile purposes only) >>>>> >>>>> *Billing*: Stock Deal - Not Applicable >>>>> >>>>> *Payroll*: Stock Deal - Not Applicable >>>>> >>>>> *Accounting:* Call has been set with Sellers, their >>>>> Billing/Payroll/Accounting Team Member and Finance team for the week of >>>>> 4/4/22 to introduce and align. >>>>> >>>>> *ClearCare Build:* Established ClearCare Agencies, moving both >>>>> agencies into HCA Toronto URL as two separate additional locations. In >>>>> progress with completion date scheduled for 4/11/22 >>>>> >>>>> *Utilities*: Stock Deal - Not Applicable >>>>> >>>>> *IT*: @Isabelle La has sent the >>>>> onboarding form to the sellers for review and data fill. Once complete, >>>>> Isablle will set up ongoing meetings to ensure all accounts are updated. >>>>> >>>>> *Bank Account Setup: *Bank accounts were already established as this >>>>> is a stock deal and we will assume control. This will be covered in the >>>>> Finance meeting noted above. >>>>> >>>>> *Marketing:* Alexa has been in touch with the sellers and started the >>>>> process of understanding their needs. 2nd meeting scheduled for 4/4/22. >>>>> >>>>> Please let us know if you have any questions and thanks to everyone >>>>> for your support with this integration! >>>>> >>>>> -- >>>>> James Patchett >>>>> Director Business Support Group >>>>> * Please note my email has changed: * >>>>> jpatchett@thekey.com >>>>> >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> On Wed, Mar 23, 2022 at 11:30 AM Nicole Avedis >>>>> wrote: >>>>> >>>>>> Hi all, >>>>>> >>>>>> >>>>>>