Cory has been on vacation for a week or so. She got back and a bunch of the folks on the morning meeting wanted to talk to her. She coordinated times to get back with Sean, Marisa, and John. After that we went over projects and progress reports. Lots of touching base on small happenings, projects, and updates. We decided to assign a few tasks to some of the developers who could help take things off of my plate.

We talked about state taxes, state payroll and withholdings. We have two new states that are needed. Sometimes, that takes time, research, and then ongoing maintenance (year after year). We talked about new clients and managing expectations. For our new clients, we need to figure out what they will be needing? We may need to pad the setup and activation fee to help with light customizations. Almost every client needs it, but they don't want to pay for that. We can't do it for free. We may need to add some of that flex coverage to the initial activation fee. Thinking about a fee of $1,500 for a brand new client and a smaller activation fee for existing clients that just need a new corporation or system. Something more like $500 vs $1,500 as we won't know what is really needed with a brand new client.

The last topic of the day was 3rd party solutions and some of the settings that we have and how they play in. Light talk about the API sockets and key connections that outside 3rd parties need to make.