Cameron Rentch (cameron@internetthings.com)
2025-05-02 15:17:07

@Nicholas McFadden what financial info are you requesting from @Rose Fleming?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-02 15:19:45

Working with Ryan on financials. We are looking for them to send us the shield, profit and loss statement and use the subtotal of the chart of accounts to create a monthly entry, that matches the version Rose and Al have, and then we can rip that monthly into 30 days, 30 days and five leads, sold leads and contracts, etc.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-02 15:20:27

Plus creating any reports or dashboards that would help you, Mark, and them manage the financials

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-02 16:21:30

I mentioned SL but technically both. Obviously we can determine who sees what and who has access.

Cameron Rentch (cameron@internetthings.com)
2025-05-02 16:47:54

Ok @Nicholas McFadden understood let me chat w Marc on this and circle back. Ty!

👍 Nicholas McFadden