Craig Smith (craig@brandlytics.io)
2024-04-16 12:17:09

@Brian Thiessen Brian, could you please send me a signed Shield W9? I have a new client asking for it

Brian Thiessen (brian@accountingdept.net)
2024-04-16 12:59:37

@Craig Smith, let me know if this doesn't work for you.

Shield Legal.pdf
Craig Smith (craig@brandlytics.io)
2024-04-16 13:53:12

@Brian Thiessen perfect thanks!

Craig Smith (craig@brandlytics.io)
2024-05-31 09:19:10

@Brian Thiessen Brian, on the Larry Jones IL Juv Hall invoice please void the signed one and send him an updated one at $5,400 per (instead of $4,000-$4,500). The price went up and I didn’t tell you that when I sent you the request yesterday. My mistake! I texted Larry and he knows the updated one is coming today. Call me with any questions.

Craig Smith (craig@brandlytics.io)
2024-06-03 15:09:25

@Brian Thiessen Brian, for the Mendes Nursing Home campaign, they want to wire $50k but want to call with their wire info. Can I have them call you directly today?

Craig Smith (craig@brandlytics.io)
2024-06-03 15:09:46

@Brian Thiessen and if so, what is your direct number?

Brian Thiessen (brian@accountingdept.net)
2024-06-03 15:10:47

No direct number, they'd have to call me on my cell. it's

Craig Smith (craig@brandlytics.io)
2024-06-03 16:00:06

Thanks! Laurie Aquino should be calling today

Craig Smith (craig@brandlytics.io)
2024-06-05 09:39:46

@Brian Thiessen Brian, did Laurie Aquino ever call you regarding wire instructions?

Brian Thiessen (brian@accountingdept.net)
2024-06-05 09:40:42

Yes, haven’t checked the bank yet, but the wire was initiated yesterday

👍 Craig Smith
Brian Thiessen (brian@accountingdept.net)
2024-06-05 10:23:27

Craig, yes, it hit our bank yesterday, I'll send the slack message updating everyone in the invoicing thread.

❗ Craig Smith
Craig Smith (craig@brandlytics.io)
2024-06-21 15:19:37

@Brian Thiessen Brian, did the $500,000 wire hit today from Bay Point?

Brian Thiessen (brian@accountingdept.net)
2024-06-21 15:23:04

Not yet, no. Have they confirmed they sent?

Craig Smith (craig@brandlytics.io)
2024-06-21 15:32:01

he said they sent it yesterday

Craig Smith (craig@brandlytics.io)
2024-06-21 15:32:22

did Scott Duncan call you yesterday?

Brian Thiessen (brian@accountingdept.net)
2024-06-21 15:35:15

He did, I confirmed the wire info. For me to check with our bank I need the FED # they would have been provided when the wire was sent by their bank. If it was wired yesterday, it should have been received yesterday, or this morning if it missed the deadline for sending.

Craig Smith (craig@brandlytics.io)
2024-06-21 15:40:09

I just emailed Scott and Ccd you

Craig Smith (craig@brandlytics.io)
2024-06-24 08:43:33

@Brian Thiessen please let me know if the $500,000 wire hits this morning from Bay Point. If not, I'll call Scott Duncan. Thanks!

Brian Thiessen (brian@accountingdept.net)
2024-06-24 08:46:05

Will do.

Craig Smith (craig@brandlytics.io)
2024-06-24 15:52:15

@Brian Thiessen Adair Financial Group will be initiating wire transfer today for the $100,000. If it hits by EOD, please let me know. Thanks!

Brian Thiessen (brian@accountingdept.net)
2024-06-24 15:52:48

I'll let you know as soon as I see it, EOD or not.

Craig Smith (craig@brandlytics.io)
2024-06-27 14:38:12

@Brian Thiessen Adair Financial Group overnighted a check for $100,000 to Raseca. It should have arrived this am. Please let me know when you receive it. I thought it was going to be an ACH but they sent check, just found out. Thanks!

Brian Thiessen (brian@accountingdept.net)
2024-06-27 14:40:27

I do see a deposit of $100,000 into the bank, but there's no details. I have asked them to provide, so we know who it's from. As soon as they get back to me I'll update.

Craig Smith (craig@brandlytics.io)
2024-06-27 14:41:15

Great, thank you!

Craig Smith (craig@brandlytics.io)
2024-06-27 14:41:40

Fyi, it may read AFG, Adair Financial or Brian Adair.

Craig Smith (craig@brandlytics.io)
2024-06-28 10:22:36

@Brian Thiessen any word on whether the $100,000 check was from Adair?

Brian Thiessen (brian@accountingdept.net)
2024-06-28 10:26:11

Yes, was just going to message, bank confirms the check is from Brian Adair.

Craig Smith (craig@brandlytics.io)
2024-06-28 10:31:26

Great, thanks!