--000000000000dab5ce05dd2e6a8b Content-Type: text/plain; charset="UTF-8" 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, >>>> >>>> >>>> We expect the integration period for HCA Oakville / Waterloo to >>>> commence this week, with an anticipated close of 4/1/22. HCA Oakville >>>> / Waterloo is located in Canada. >>>> >>>> >>>> James Patchett will be your Integration + BSG contact, and will be >>>> setting up "Internal Kick Off" sessions to discuss key details with their >>>> respective areas ASAP. >>>> >>>> >>>> Coverage Area >>>> >>>> Deal Pod Lead >>>> >>>> Accounting >>>> >>>> James Patchett >>>> >>>> Financial Ops >>>> >>>> James Patchett >>>> >>>> IT & Systems >>>> >>>> James Patchett