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Re: FIRM POLICY REGARDING INTERNAL COMMUNICATION



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

On Aug 16, 2010, at 6:09 AM, Puckett Neal <neal@puckettfaraj.com> wrote:

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.

So it is very important to add:  "marcy@puckettfaraj.com" and "kenneth@puckettfaraj.com" to all emails regarding firm business.

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

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