Re: Reporting

From
James Patchett <jpatchett@homecareassistance.com>
To
Randi Schapira <randischapira@gmail.com>, Ross Sanderson <rsanderson@homecareassistance.com>, Rebecca Howe <rhowe@homecareassistance.com>
CC
Tim Thomas <tthomas@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
Wed, 21 Apr 2021 11:26:28 -0400
Folder
INBOX
--000000000000d90ae805c07d31ed Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Randi, Thank you so much for sharing this information. If you would please continue to send the reports as you do today but also include Rebecca Howe & Ross Sanderson (both CC'd) on your reports as they will use this information for internal reporting in greater depth. Ross & Rebecca, per a conversation with Ken and Lucas, I am looping you into the monthly financial reporting for Montreal so we can use this in our performance meetings. If anyone has any questions please feel free to let me know. Thank you Randi for the clarification and assistance. James On Wed, Apr 21, 2021 at 11:21 AM Randi Schapira wrote: > I'm sending them to: > > Yarona Marks > Angela Mak > Sridevi Ruddaraju > Liz Dong > > Regards, > Randi > > > On Wed, Apr 21, 2021 at 8:40 AM James Patchett jpatchett@homecareassistance.com> wrote: > >> 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 She= ets >>>> sent in so we can report internally. >>>> >>>> Once I hear back from you on any current reports you are sending we ca= n >>>> go to the next steps. >>>> >>>> Thank you, >>>> >>>> James Patchett >>>> >>>> On Tue, Apr 20, 2021 at 2:41 PM Timothy Thomas >>> tt@homecareassistance.com> 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 ong= oing >>>>> 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 >>>> >>> >> >> -- >> James Pa

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