Re: An Update from FP&A: December Financials

From
Timothy Thompson-Cook <timothy.thompsoncook@thekey.com>
To
Mitch Belitz <mitch.belitz@thekey.com>
CC
Angie Markwell <angie.markwell@homecareassistance.com>, BSG Team <bsg@thekey.com>, Belle Chen <bchen@thekey.com>, Bobby Kou <bkou@homecareassistance.com>, Chen Xie <chen@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Jennifer Muskat <jmuskat@homecareassistance.com>, Kelley Richard <krichard@homecareassistance.com>, Kelly Rosenberry <kelly.rosenberry@homecareassistance.com>, Kimberly Guerci <kguerci@thekey.com>, Matt Nyberg <mnyberg@homecareassistance.com>, Melissa Reyes <melissa.reyes@homecareassistance.com>, Michele Boehmer <mboehmer@homecareassistance.com>, Steve Sudberry <ssudberry@homecareassistance.com>, Timothy Thomas <tt@thekey.com>, Triff Cook <triff@homecareassistance.com>, Will Reid <wreid@homecareassistance.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Renee Anter <renee.anter@thekey.com>, Carol Miller <carol.miller@thekey.com>, Tad Smith <tsmith@thekey.com>, Paul Kahn <paul.kahn@thekey.com>, Alexander Bench <alex.bench@thekey.com>, Dilly Duolikun <dilinigeer.duolikun@thekey.com>, Helen Liu <hliu@thekey.com>, Geraldine Nath <geraldine.nath@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Kartik Sheth <kartik.sheth@thekey.com>, Daniel Barakat <daniel.barakat@thekey.com>
Date
2023-03-02 10:39:59
Folder
INBOX
--0000000000008782d305f5ef2887 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update/clarification. Tim On Wed, Mar 1, 2023 at 11:02=E2=80=AFAM Mitch Belitz wrote: > One important additional issue that I should have mentioned about Decembe= r > financials: > > There was an unfavorable true up of commissions expenses in December due > to May-November commission expense being under accrued (the commission > expenses recorded on the income statement from May-November were lower th= an > what had actually been paid out). > > This affected most regions throughout the company. > > To prevent this from happening again, Accounting will be recording the > actual commission payments as the expense for that month. For instance, > since we're closing January in March, we already know what January's > commission payments were and Accounting will record the actuals to the P&= L. > > If Accounting closes a month before that month's commission payments have > been made, then Accounting will use the prior month's actual commission > payment for the commission expense and Accounting will true up any > differences on a quarterly basis. For instance if we close March by > early/mid April and we haven't paid March commissions yet, Accounting wil= l > accrue March commissions in the amount that was actually paid in February= . > > Please let me know if you have any questions. > > Mitch > > > > On Wed, Mar 1, 2023 at 1:02=E2=80=AFPM Mitch Belitz > wrote: > >> To Field Management: >> >> >> Today you will be receiving your December 2022 financials. >> >> >> A couple of reminders: >> >> >> - You will be receiving your financials directly from our financial >> reporting software (Planful). The email will come from >> ADCAdmin@planful.com with your detailed P&L(s) in a Google Sheet. >> - For questions regarding your financial results, please reach out to >> the FP&A team member that supports your area: >> - Alex Bench - Northeast and Canada Division >> - Dilly Duolikun - Southeast Division and GCM locations >> - Mitch Belitz - West Division, Partnership Businesses, Frax, >> Caretree and Franchise Operations >> - Helen Liu - all other G&A groups >> >> Finally, the financial reports will reflect the Divisions and Regions >> that were in place at the end of 2022 for consistency with prior 2022 >> reporting. For 2023 reports, we will reflect the creation of the West >> Division and other Regional changes. >> >> >> Thank you, >> >> Mitch >> >> -- >> Mitch Belitz >> * Head of FP&A* >> mitch.belitz@thekey.com >> >> TheKey.com >> [image: TheKey] >> > > > -- > Mitch Belitz > * Head of FP&A* > mitch.belitz@thekey.com > > TheKey.com > [image: TheKey] > --0000000000008782d305f5ef2887 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update/clarification. Ti= m=C2=A0 On Wed, Mar 1, 2023 at 11:02=E2=80=AFAM Mitch Belitz &lt; mitch.belitz@thekey.com &gt; w= rote: One important additiona

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