On the morning meeting, Marisa was showing us some sub inventory issues that need to be smoothed out dealing with sub inventory attributes and template settings. I was doing some emails. A question was brought up about New Mexico state payroll and state withholding. We used to have that state, we just need to circle back around and make sure that everything is updated and good to go.

Shari O. and I spent some time going over progress with USAePay and getting information from them. We have both made multiple calls to our contacts at Newtek and haven't really gotten the information that we need yet. Kinda frustrating, we just want info on account types and how to help our clients sign-up for what they need. If we can't the info that we need, we talked about going in a different direction. Both of us will keep trying, for the time being.

Switching subjects, Shari O. and I spent quite a bit of time talking about our transition from full 1099's for all of our guys and gals to the multi member LLC (partners and ownership) options. Eventually, we may need a hybrid type solution that allows for owners, 1099 folks, and even employees and W-2 folks. Still trying to figure things out there. As a note, Shari O. is recommending that we slowdown a bit and make sure that we have watched budgets, gotten documentation, and standard procedures in place before we jump too quickly. I showed her the adilas docs section, inside the adilas site, and she had never been there. If we do build out more internal flow and owner type handbooks, that is where it will go. It will be called our standard operating agreement or something to that nature.

Shari O. and I talked about budgets, watching and tweaking those budgets, and then making some decisions. Lots of talk about timelines and timeframes for some of the upcoming changes. Good stuff. I'm super glad that she cares and is willing to ask hard questions.