Re: Integration Period COMPLETE: HCA Oakville / Waterloo (Canada)

--000000000000cbc92905dd3d49d1 Content-Type: text/plain; charset="UTF-8" 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, >>>>> >>>>> >>>>> 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.