Good to go. Wasn't sure how much responsibility you were giving her.
Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC 1800 Diagonal Rd, Suite 210 Alexandria, VA 22314 703.706.9566
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On Aug 16, 2010, at 9:24 AM, Haytham wrote: She's not managing my receipts or items on the amex yet. She won't understand what you're asking her for. Haytham Faraj 760-521-7934 Sent from my iPhone Hi Mariam,
( Haytham and Eric, please also note: copy Kenneth and Marcy on ALL firm emails, whether you think they need to know or not, including substantive emails that do not relate to bookkeeping or billing.) I understand you are managing items for Haytham that may be on the AMEX account. For bookkeeping purposes, please identify the charges and the categories of the charges and forward all receipts (scan and pdf for monthly accounting) and mail hardcopies or send with Haytham to DC for filing.
If you have any questions on this please call Kenneth (703-706-9566), as he and Marcy have been working together to establish the office procedures. Kenneth does the office management procedures and Marcy is supporting the bookkeeping and tax management procedures.
For bookkeeping purposes, Marcy needs to know the category of all the charges on Haytham's card from the 14th of July to 14th August to process the charges and make the payment by the due date (28th of the month). If you have receipts or know what has been charged recently please forward that information.
The attorneys are instructed to do this, as well, to keep the management and staff informed of all business.
Here is a list of categories we identify for bookkeeping:
5600 - contract labor 5700 - Professional Fees 5800 - Law Library Fees 5900 - Bank Fees 6000 - Advertise & Bus Dev Fees 6010 - Travel 6020 - Parking - Toll Fees 6030 - Insurance 6040 - Office Supplies & Expenses 6045 - Postage 6050 - Equipment Purchase 6055 - Equipment Lease 6060 - Miscellaneous 6061 - Transcription Services 6065 - Petty Cash 6070 - Interest 6080 - Taxes & Licenses 7000 - Office Rent 7010 - Telephone 7030 - Utilities 7040 - Meals & Entertainment 7045 - Meal/Ent Tips
Sincerely,
Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC 1800 Diagonal Rd, Suite 210 Alexandria, VA 22314 703-706-9566
The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 888-970-0005 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution.
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