What is Dida’s legal first name?
Jarita.
What do we call the first 90 day period?
Bootcamp
Name a client of ours that does food/catering/event services.
B with a Twist Catering (phones). Exclusive Chefs (Bookkeeping). Valencian Gold (Bookkeeping)
Valencian.
A. Less than 1 year
B. 1 - 3 years
C. 4 - 6 years
D. 7 or more
A. Less than 1 year.
Joined May 2020.
On Wednesdays/Thursdays in Huddle, we normally do what?
Questions
What is the mission of TheOfficeSquad?
To change the way America grows small business.
What is the name of the program we use to email clients through?
Helpscout.
Name a client in the realty/property management industry.
Wynn (Bookkeeping/Admin). Custom Servicing (Bookkeeping). Luxe (Bookkeeping). Silver Canyon (Bookkeeping).
Premier
A. Less than 1 year
B. 1 - 3 years
C. 4 - 6 years
D. 7 or more
B. 1 - 3 years
Joined March 2017.
Name three companies that have signed up within the past two months.
What service was Dida in?
Air Force
What is the name of the secure file sharing program we use?
Hightail
Name a client in the landscape industry.
Attanasio Landscape Architecture (Phones). Saguaro Landscapes (Bookkeeping).
Buyer's Choice Home Inspections
A. Less than 1 year
B. 1 - 3 years
C. 4 - 6 years
D. 7 or more
C. 4 - 6 years
Joined February 2016.
What is the name of the weekend email Dida sends out?
The Sunday Brief
What are the three core values? (Need to name all three for full points)
Integrity. Support. Excellence.
What is the name of the E folder for clients?
Employees and Payroll
Name a client that are attorneys or law firms.
David LeGrand (Bookkeeping). Doyle Law Group (Phones). Harris Law Firm (Mail/Use of Address).
West Coast Engines
A. Less than 1 year
B. 1 - 3 years
C. 4 - 6 years
D. 7 or more
C. 4 - 6 years.
Joined October 2013.
How many companies do we have as monthly clients (excluding clients on hold and clients who are project only)
A. 75 - 84
B. 85 - 94
C. 95 - 104
D. 105 - 114
B. 85 - 94
We have roughly 88 regularly recurring monthly clients.
Which employee has been here the longest? (Excluding Dida).
Amber with 6 years.
What dates are the billing period?
21st – 20th
What company is APPCS?
A PurrFurred Pet Care Service
Wynn Realty
A. Less than 1 year
B. 1 - 3 years
C. 4 - 6 years
D. 7 or more
D. 7 or more.
Joined January 2013.
Based off of the phonetic alphabet, what is letter: J
Juliet