People
This team is located offshore but has not been as helpful or timely as intended.
DAILY DOUBLE! We won over $300k in ARR while you were gone!
You guys are great!
This process has been greatly improved by Jon through the use of ChatGPT and should be standardized.
What is the proposal process?
This appreciate gift was provided to the team for their efforts during a challenging summer.
What are $100 Amazon gift cards? (approved by Jon Bowdoin)
This is both a personal and a work win from each of us.
We did a great job!
Who is Ryan?
This professional women's basketball team is now sponsored by Aldrich and is a great opportunity for networking with clients.
Who are the Fire?
This current process with billing is not cohesive with CAS client needs and causes issues
What is the suspension rule for late payments?
This team member has been great but only works part time.
Who is Michelle Jaymot?
This energetic salesperson wants our team to participate in a 'Basis Day'.
Who is Reece?
This team member recently joined the group to help with payroll, but is hitting capacity.
This client wasn't billed for their 2024 compilation and audit is asking to bill it now.
Who is Incite?
This controller-focused initiative needs to be a focus point for the 2027 business plan
What is manager level training?
This annual conference is happening in Denver next week.
What is the CPA America conference?
DAILY DOUBLE! Review the Q2 financials.
They look great!
This controller recently joined the team and has recently received critical feedback from her team members.
This client is terrible but we are finally parting ways.
Who is Athena?
What weekly process was paused during the sabbatical but needs to be reimagined?
This new technology initiative is exciting, but the rollout timing is concerning.
What is Basis?
This controller is improving, but still needs to receive some feedback.
Who is Michelle Prentice?
This senior was recently promoted but is having performance issues.
Who is Tyler?
Jonathan wants to fire this client.
This is a critical process to ensure technical accuracy and oversight, but isn't working.
What is the QC review?
This is the biggest concern for CAS currently.
What is capacity?
This senior wants to schedule a 2 week trip to Japan in February.
Who is Amber G?