Thanks so much!
I’ll put here the whole text that I receive then under it I’ll put the text I want to go to airtable and the ones I don’t want to go to airtable
Here’s the whole text that currently goes to airtable
Also, can we get on your schedule in the next week or so for a 30-60 minute meeting?
Thank you!
Doreen J. Van Ooyen
On Tue, May 28, 2024 at 8:35 AM Multiply Advisors <sample@sampledomain.com [sample@sampledomain.com]> wrote:
Good morning Joe - yes with the info we have now (well... that Doreen technically shared a while ago 😊) we should be able to work towards getting something pretty accurate by the end of the month. Let's say early next week we should have a P&L ready to share.
On May 28, 2024 at 8:29 AM, Joe Van OOyen (sample@sampledomain.com [sample@sampledomain.com]) wrote:Good morning, I would like to see if it’s possible by the end of this month that we could have everything we need to generate a P&L for Mentor Capital , South Carolina , And Mentor Capital Greenville. I’d like to be able to give them minority owners an update and then also show them exactly what we’re at
Thanks. Joe V
On Tue, May 28, 2024 at 7:55 AM Multiply Advisors <sample@sampledomain.com [sample@sampledomain.com]> wrote:Thanks Doreen.
We've attached the AAA Sewer P&L for 2024 and the Balance Sheet as of today - we'll likely need to do a bit of cleanup but otherwise yes we'll plan to send on the records as of 5/31.
On May 26, 2024 at 8:32 AM, Doreen Van Ooyen (sample@sampledomain.com [sample@sampledomain.com]) wrote:I would not be able to determine what the true A/R is in the company. I would suggest we reclass the balance in the A/R account and call it done. And then as of 5/31/24 we will close the books with Multiply and forward the records on to the partner. Thanks
Thank you!Doreen J. Van Ooyen
On Fri, May 24, 2024 at 7:54 AM Multiply Advisors <sample@sampledomain.comm [sample@sampledomain.com]> wrote:Hey Joe & Doreen,Please find attached the XXXX XXXX XXXXX and Loss Statement for XXXX XXXX
We'll need to make a few changes to the Mentor Capital SC report based on our discussion last night before that one's worth sending over!Key highlights include: * Revenue: $ XXXX
* Expenses: $ XXXXX
* Net Profit (Loss): ($ XXXX)
Three items that stood out this month: 1. The business experienced a sharp decline in revenue in April compared to March, with a minor reduction in labor costs and stable marketing expenses during the same period.
2. Given the business's labor-intensive nature, it's practical to adjust staffing levels regularly in response to changes in workload or demand.
3. This is not directly related to the Profit and Loss Statement, but it will impact financial performance: There is an outstanding balance of $4,294 in Accounts Receivable. If you have the details handy you can send them over - realizing we're on our last mile here with the XXX XXXXXbooks!
Let us know if you have questions.Thanks!
Multiply Hub
Thank you for your trust.Multiply Client HubMultiply Website [sample@sampledomain.com]
Did you know you can text us anytime, day or night? 5 am on a Tuesday or 11:30 pm on a Saturday, we are here!###-###-####
Here’s the text that I WANT to be saved to airtable
Also, can we get on your schedule in the next week or so for a 30-60 minute meeting?
Thank you!
Doreen J. Van Ooyen
And Here’s the ones that I DON’T WANT
On Tue, May 28, 2024 at 8:35 AM Multiply Advisors <sample@sampledomain.com [sample@sampledomain.com]> wrote:
Good morning Joe - yes with the info we have now (well... that Doreen technically shared a while ago 😊) we should be able to work towards getting something pretty accurate by the end of the month. Let's say early next week we should have a P&L ready to share.
On May 28, 2024 at 8:29 AM, Joe Van OOyen (sample@sampledomain.com [sample@sampledomain.com]) wrote:Good morning, I would like to see if it’s possible by the end of this month that we could have everything we need to generate a P&L for Mentor Capital , South Carolina , And Mentor Capital Greenville. I’d like to be able to give them minority owners an update and then also show them exactly what we’re at
Thanks. Joe V
On Tue, May 28, 2024 at 7:55 AM Multiply Advisors <sample@sampledomain.com [sample@sampledomain.com]> wrote:Thanks Doreen.
We've attached the AAA Sewer P&L for 2024 and the Balance Sheet as of today - we'll likely need to do a bit of cleanup but otherwise yes we'll plan to send on the records as of 5/31.
On May 26, 2024 at 8:32 AM, Doreen Van Ooyen (sample@sampledomain.com [sample@sampledomain.com]) wrote:I would not be able to determine what the true A/R is in the company. I would suggest we reclass the balance in the A/R account and call it done. And then as of 5/31/24 we will close the books with Multiply and forward the records on to the partner. Thanks
Thank you!Doreen J. Van Ooyen
On Fri, May 24, 2024 at 7:54 AM Multiply Advisors <sample@sampledomain.comm [sample@sampledomain.com]> wrote:Hey Joe & Doreen,Please find attached the XXXX XXXX XXXXX and Loss Statement for XXXX XXXX
We'll need to make a few changes to the Mentor Capital SC report based on our discussion last night before that one's worth sending over!Key highlights include: * Revenue: $ XXXX
* Expenses: $ XXXXX
* Net Profit (Loss): ($ XXXX)
Three items that stood out this month: 1. The business experienced a sharp decline in revenue in April compared to March, with a minor reduction in labor costs and stable marketing expenses during the same period.
2. Given the business's labor-intensive nature, it's practical to adjust staffing levels regularly in response to changes in workload or demand.
3. This is not directly related to the Profit and Loss Statement, but it will impact financial performance: There is an outstanding balance of $4,294 in Accounts Receivable. If you have the details handy you can send them over - realizing we're on our last mile here with the XXX XXXXXbooks!
Let us know if you have questions.Thanks!
Multiply Hub
Thank you for your trust.Multiply Client HubMultiply Website [sample@sampledomain.com]
Did you know you can text us anytime, day or night? 5 am on a Tuesday or 11:30 pm on a Saturday, we are here!###-###-####