Tasks

267 tasks

All Open Done High Medium Low
Draft revised scope of work document using conversation transcript, then refine with Speaker A's communication style and smart brevity principles for client presentation high
JD Busfield call
Schedule follow-up meeting at 2pm today to polish and finalize the scope document before sending to Brent high
JD Busfield call
Conduct competitive landscape analysis of top 3-5 competitors including practitioner counts, service offerings, and market positioning (focusing on players like Physician Life Care Planner, OAS, and companies with verdict hall of fame pages) high
Ja and JD Busfield call
Verify trailer purchase amount ($626k) and gross sales proceeds accuracy, update fleet management expense to $1.2 million in financials, and send updated financials and email confirmation to accountants high
JD B call
Prepare and file zero-due tax extensions for Two-Family for both federal and California once confirmation is received high
Mike Stauffer call
Complete month-end close for Versatile and HCR entities including revenue accrual/deferral and overhead reclass high
LOTTIE call
Send ASC 842 lease accounting adjustments to RKE for review and verification high
LOTTIE call
Provide org chart for the 22-person team high
Brent Sitarski call
Explain the compilation process and sources for documentation to avoid hallucinations high
James Adcock or JD call
Define dream deliverable and desired outcomes from the documentation high
Brent Sitarski and Matt Sheakley call
Provide better explanation of the two service lines (life care plans and forensic voc) high
Brent Sitarski call
Research and analyze life care planning industry associations, conferences, and practitioner directories high
James Adcock call
Conduct outreach to personal injury law firms to understand their decision-making criteria for life care planning services high
James Adcock call
Connect with insurance carriers and brokers to understand their perspective on life care planning services high
James Adcock call
Catalog and categorize competitive landscape (single practitioners, PE-backed platforms, larger groups) high
James Adcock call
Access industry databases for market size, trends, and forward-looking projections (5-7 years historical + forecast) high
James Adcock call
Review scope of work and cost estimate to decide whether to proceed high
Brent Sitarski call
Schedule follow-up meeting in early March at LA office to discuss valuation methodology for specialized equipment and liquidation scenarios medium
James 2024-03-01 call
Design a comprehensive dashboard/screen view pulling from RentalWorks and a master Google Sheet to display schedules, priorities, and SOPs for warehouse visibility. medium
Speaker A (Mike) 2024-03-22 call
Schedule and plan the shoot for a promotional video for the following week while Mike is in town. medium
Speaker B (Mike) and Speaker A (Sean) 2024-04-02 call
Follow up with the ADC contact by end of day tomorrow if no response is received regarding the outcome of his potential outreach. medium
Speaker A 2024-05-22 call
Discuss the future plan for cooling/pro supplies in the scheduled Thursday meeting. medium
Speaker A 2024-05-23 call
Schedule a follow-up meeting for Monday to review the plan for marketing and operational organization. medium
2024-06-03 call
Complete deep dive sessions on DOT project and bathroom trailer project medium
Speaker A and Speaker B 2025-01-XX call
Have lunch with Roxanne at Disney to discuss a potential deal for being first call for trailer rentals. medium
Julie Lawson 2025-02-25 call
Review and provide commentary on the standard rental agreement (AICP PERG) to unblock deals like the one with Smuggler. medium
Jamesw 2025-02-27 call
Complete compilation for specified entities and prepare consolidated books for all entities for tax preparation medium
JD B 2026-04-30 call
Double-check and confirm the correctness of an endorsement and share it with the team. medium
Speaker C later today call
Follow up with J. Smith (from Ballard) to offer Dodger tickets as a client perk and secure preferred vendor status. medium
Julie Lawson call
Check in with Michelle on her workload and ensure she is not overburdened while covering for Megan. medium
JD Busfield call
Verify upcoming reservations by re-sending confirmations to clients to ensure accuracy and reduce no-shows. medium
Julie Lawson call
Let Speaker A know the end time of the baby's last nap tonight if they want to get started with a consultant-timed bedtime and overnight plan. medium
Speaker B call
Integrate the separate revenue/pipeline tracking view into the main management dashboard for accurate financial visibility. medium
Speaker B call
Review the old safety task list with Sean to ensure critical items are addressed and documented procedures are created. medium
Speaker A call
Reach out to new financing opportunities from Eckhaus medium
Respond to US Bank questions medium
Provide the total amount of payroll and other costs paid by Silverco on behalf of affiliate Versatile Studios for 2025 for related party disclosure. medium
Speaker B (JD) call
Send executed sublease agreements for new subleases entered into in 2026 (subsequent events). medium
Speaker B (JD) call
Provide amortization schedules/payment plans for the NC&T sales tax liability and the principal maturities for the NC&T and Two-Family debt to footnote disclosures. medium
Speaker B (JD) call
Analyze Coyote's fleet list to tag trucks for likely disposition to estimate potential cash distribution from asset sales. medium
Speaker C call
Develop a clear strategic path (milk vs. grow) for the life care planning business, addressing its debt and growth model. medium
Speaker A call
Look into updating ARH asset values to make sure we have the correct fair values medium
Update the NCNT rental asset module in Closebook to match the schedule and QB medium
Provide Veronica with a detailed team list including names, roles, seniority, and FTE allocation for each company to understand resource structure. medium
Speaker B (Lottie) call
Veronica to send a proposed meeting schedule for handover topics, and Lottie to populate it with the best contacts and their available time zones. medium
Speaker A (Veronica) and Speaker B (Lottie) call
Provide a sample of the new rental contract for the insurance/renewal process. medium
Speaker E call
Review the work comp information shared by Katie. medium
Speaker A call
Follow up on two tiny amounts in the system (roughly $150) and provide an update. medium
Anthony call
Send Speaker A an updated org chart and entity structure chart to clarify reporting lines and intercompany relationships. medium
Speaker B call
Finalize the handover cutoff date with the outsourced firm within the next week, based on Speaker A's readiness assessment. medium
Speaker B call
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