Re: Reporting

From
James Patchett <jpatchett@homecareassistance.com>
To
Randi Schapira <randischapira@gmail.com>
CC
Tim Thomas <tthomas@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
Wed, 21 Apr 2021 08:40:13 -0400
Folder
INBOX
--0000000000004930f605c07adf83 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Randi, Thank you for this. Can you please tell me who you are sending these reports to? Thank you, James On Tue, Apr 20, 2021 at 3:36 PM Randi Schapira wrote: > Hi James > > Nice to meet you. > > Currently, I am sending the following reports: > > P&L > BS > TB > GL > AR > AP > > Please let me know if you will be needing anything else. > > > Regards, > Randi > > > On Tue, Apr 20, 2021 at 3:07 PM James Patchett jpatchett@homecareassistance.com> wrote: > >> Randi, >> >> Great to e-meet you. If you would please share with me what reports you >> are sending through to the corporate team on a monthly basis that would = be >> a helpful place to start. >> >> I want to introduce you to a couple members of our reporting team in a >> separate email as we will be looking to have monthly P&L's/Balance Sheet= s >> sent in so we can report internally. >> >> Once I hear back from you on any current reports you are sending we can >> go to the next steps. >> >> Thank you, >> >> James Patchett >> >> On Tue, Apr 20, 2021 at 2:41 PM Timothy Thomas >> wrote: >> >>> Hi Randi, >>> >>> I'd like to introduce you to James Patchett from our corporate team. >>> James has some specific reports that he would like prepared on an ongoi= ng >>> basis. >>> >>> James, take it from here. >>> >>> Thanks, >>> Tim >>> >>> -- >>> >>> >>> >>> Timothy Thomas >>> >>> >>> >>> *Regional Director of Operations* >>> >>> Tel: 514.907.5065 | Fax: 514.221.4265 >>> >>> tt@homecareassistance.com | Homecareassistancemontreal.ca >>> >>> >>> >>> >> >> -- >> James Patchett >> Director of International Operations & Franchise Support >> Home Care Assistance >> Direct: (727) 729-2068 >> www.homecareassistance.com >> --- >> Read Our Testimonials >> Join Our Newsletter >> >> We Are Hiring! >> >> Champions of Aging Well >> > --=20 James Patchett Director of International Operations & Franchise Support Home Care Assistance Direct: (727) 729-2068 www.homecareassistance.com --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Aging Well --0000000000004930f605c07adf83 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Randi, Thank you for this.= Can you please tell me who you are sending these reports to? Thank you, James On Tue, Apr 20, = 2021 at 3:36 PM Randi Schapira &lt; randischapira@gmail.com &gt; wrote: Hi James Nice= to meet you. Currently, I am sending the followin= g reports: P&amp;L BS TB = GL AR AP Please let me kn= ow if you will be needing anything else. Regards, Randi On Tue,= Apr 20, 2021 at 3:07 PM James Patchett &lt; jpatchett@homecareassistance.com = &gt; wrote: Randi, G= reat to e-meet you.=C2=A0 If you would please share with me what reports yo= u are sending through to the corporate team on a monthly basis that would b= e a hel

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