Unclassified events

title: Call with John (Accelevant Premium Audit) · content: # Call with John (Accelevant Premium Audit) **Date:** May 14, 2026 **Participants:** Don (John) & Jimmie Needles **Company:** CLJ Plumbing LLC ## Summary Don (John) from Accelevant Premium Audit called regarding an audit for **CLJ Plumbing LLC**. Jimmie Needles, the new bookkeeper for the company, requested that audit information be sent directly to him as the email on file was outdated. Subsequent calls clarified how to report owner draws and subcontractor documentation. ## Contact Information - **Jimmie Needles (Bookkeeper):** <jimmie@j2bookkeeping.com> - **Company on File:** CLJ Plumbing LLC - **Previous Email on File:** <JonesPlumbing2022@Gmail.com> *** ## Transcript: Call 1 **Date:** May 14, 2026, 2:06 PM **Duration:** 1:40 - **0:03 - Jimmie Needles:** This is Jimmy. - **0:04 - Don:** Hi. Good afternoon. My name is John with Accelevant Premium Wallet. I'm just trying to call you back. I think this is regarding CLJ Plumbing LLC. - **0:13 - Jimmie Needles:** Yeah. Mhmm. I'm their new bookkeeper. - **0:17 - Don:** Yeah. How can I help you, though? - **0:25 - Jimmie Needles:** I guess he's got an audit going on, and he needs me to get information to you guys. - **0:26 - Don:** Yeah. We did send copies of this audit by email. We did send one two days ago to <JonesPlumbing2022@Gmail.com>. - **0:35 - Jimmie Needles:** To who? - **0:40 - Don:** That's the email we have on file. - **0:41 - Jimmie Needles:** Okay. Do you wanna send one to me, and then I can get the information for you? - **0:48 - Don:** Sure. May I ask your email address so that they could send you a copy of this audit? - **0:55 - Jimmie Needles:** Yeah. It'd be jimmy, j i m m i e, at j two bookkeeping dot com. Letter j, number two, bookkeeping dot com. - **1:14 - Don:** Okay. Alright. Yeah. Just go ahead and send you a copy of it by email. Please check the inbox, the spam, and the junk mail. And if you have questions or if you need further assistance, you have my number. Just feel free to call me back. Okay? - **1:26 - Jimmie Needles:** I appreciate it. And you said it was John. Right? - **1:29 - Don:** Yeah. - **1:30 - Jimmie Needles:** Okay. I appreciate it, man. - **1:32 - Don:** Alright. Sure. Thank you. - **1:36 - Jimmie Needles:** If I don't see it in a few, I'll reach out to you. - **1:36 - Don:** Sure. Alright then. - **1:37 - Jimmie Needles:** Alright. - **1:39 - Don:** You have a great day. - **1:39 - Jimmie Needles:** You too. - **1:39 - Don:** Thanks. - **1:39 - Jimmie Needles:** Thanks. Bye. *** ## Transcript: Call 2 **Date:** May 21, 2026, 1:46 PM **Duration:** 1:48 - **0:00 - Don:** Good afternoon. - **0:02 - Don:** My name is John with Accelevant Renewal. - **0:03 - Don:** How can I help? - **0:04 - Jimmie Needles:** Yeah. Hey. Jimmy Needles here. J two bookkeeping. - **0:07 - Don:** Oh, hello there. Yeah. I'm actually about to leave you a message. I think it's regarding an audit for the business, CLJ Plumbing. - **0:15 - Jimmie Needles:** Yeah. I'm just trying to get the paperwork finished up. I just had a couple questions. - **0:21 - Don:** Sure. - **0:23 - Jimmie Needles:** One, he's the owner. He takes draws. Do I just put that in the gross wage under the wages column? - **0:29 - Don:** No. So he's not paid through payroll. Am I correct? - **0:35 - Jimmie Needles:** He's not paid through payroll. - **0:35 - Don:** It's just an owner's draw? - **0:36 - Jimmie Needles:** He's got one employee. He's paid through payroll, and then he takes an owner's draw. - **0:41 - Jimmie Needles:** So how do you wanna handle that? - **0:44 - Don:** Alright. You could just put zero for his gross wage. That's fine. - **0:46 - Jimmie Needles:** Okay. Zero for his gross wages. Okay. - **0:48 - Don:** Yeah. - **0:56 - Jimmie Needles:** And then he has two contractors that work during the period, but neither one have insurance. So I was told to tell you that they were under subcontractors, and then he ends up paying an extra fee or something like that. - **0:58 - Don:** Okay. - **1:12 - Don:** Are you able to provide a copy of their 1099s as a supporting document? - **1:17 - Jimmie Needles:** I can give you 2025 1099s for them, I think. - **1:17 - Don:** Yeah. Sure. That's fine. Anyway, we'll just use it for verification. So if you could just provide it as your supporting document for each subcontractor, then we could accept it. - **1:31 - Jimmie Needles:** Sounds good. Okay. That's basically all I need to know. So you want me to list him on the payroll as the owner, but then put zero? - **1:40 - Don:** Yeah. That's correct. - **1:41 - Jimmie Needles:** Okay. Alright. Sounds good. That's all I need, man. - **1:44 - Don:** Alright. Thank you so much for your time, though. Have a great day. - **1:46 - Jimmie Needles:** Yep. Thanks. You too. Bye. - **1:48 - Don:** Thanks. Bye bye. *** ## Transcript: Call 3 **Date:** May 21, 2026, 1:51 PM **Duration:** 0:46 - **0:02 - Don:** Oh, hello there. - **0:03 - Don:** Hi. - **0:04 - Jimmie Needles:** This is Jimmy. - **0:05 - Don:** My name is John with Accelevant Premium Audit. - **0:06 - Don:** Yeah. - **0:07 - Don:** Sorry. - **0:09 - Don:** I was on the I was with a client earlier. - **0:11 - Don:** Yeah. - **0:21 - Don:** Regarding your the subcontractors, I think this you just need to provide us 1099s for each subcontractors hired within the policy term. - **0:22 - Jimmie Needles:** Okay. - **0:23 - Jimmie Needles:** So, like, I'm his bookkeeper. - **0:23 - Don:** So all of them. - **0:24 - Jimmie Needles:** I'm a subcontractor. - **0:26 - Jimmie Needles:** You want mine? - **0:27 - Don:** Yeah. - **0:28 - Don:** Yeah. - **0:28 - Don:** Yeah. - **0:28 - Jimmie Needles:** Okay. - **0:30 - Don:** If you could provide that as well. - **0:36 - Don:** And in that way, we could at least determine if they or how to classify them on this audit. - **0:38 - Jimmie Needles:** Okay. - **0:39 - Jimmie Needles:** I will do it. - **0:41 - Don:** So alright. - **0:41 - Jimmie Needles:** Okay. - **0:41 - Don:** Sure. - **0:41 - Don:** Alright. - **0:43 - Don:** If you have any questions, just call us back. Okay? - **0:44 - Jimmie Needles:** Alright. Thanks. Bye, John. - **0:45 - Don:** Alright. - **0:46 - Don:** Thank you. · mem_url: https://mem.ai/m/bc9427f2-7bd1-4731-9715-9b5bf36e8660 · snippet: Date: May 14, 2026 · mem_updated_at: 2026-05-24T15:43:56.468Z

title: Weekly Log: May 24 - May 30, 2026 · content: # Weekly Log: May 24 - May 30, 2026 ## Summary Starting the week of Sunday, May 24th. *** ## Daily Logs ### Sunday, May 24, 2026 **Summary**: Weekly planning and migration of open items. *** ## Client-Specific Threads (Ongoing) ### Tri-County Tire LLC - **Payroll & Tax Setup**: **URGENT** — Complete setup. - **Ramp**: Finish setup once Amazon login is received from Riley. - **Taxes**: Jimmie to complete final review. ### Loop TV / FuzeBox - **April Close**: Verify lock status. - **Undeposited Funds**: Clear 1290 Undeposited Funds to $0. - **Accruals**: - Content partner rev share (Quadratic). - Content Licensing fees (Proactiv UK). - Royalty / Content Rev Share (AirVuz). - Vistar April accrual. - **Confirmations**: - nStudio status with Pete/Duncan. - Claude Bedrock coding ($3,075.97 in 6320; confirm reclass to 6600). - AWS settlement of $27,880.13 (on hold). ### Cleanup & Tax Filing Priorities - **Rich Commercial Real Estate**: Resolve missing bank data (United Business 4538). - **Afton Electric**: Connect bank feeds and resume A/R Cleanup (Adriana Hernandez). - **James Rodriguez**: Send SBN reports (Oct–Dec) to Rustam. - **Rain or Shine**: Assist Jonathan with unmatched deposits. - **Martin (Mental Health Clinic)**: Sign/return NDA and perform diagnostic review. - **Tyler Strom (Hot Tub Guy LLC)**: Investigate $33k labor/1099 gap. *** ## Upcoming Deadlines & Reminders - [ ] **URGENT**: Complete Tri-County Tire payroll and tax setup. - [ ] **Ongoing**: QBO Recertification training. - [ ] **Ongoing**: Finalize Q1 Books for remaining laggards. \#dailylog · mem_url: https://mem.ai/m/5e6c1422-a4bf-4b09-a0af-4adf92dce4fa · snippet: Summary · mem_updated_at: 2026-05-24T15:29:31.282Z

Classifier didn't find a match (70%). Weekly log from mem.ai suggests activity tracking for the Project Continuity System, which includes mem.ai → Atlas polling and project documentation workflows.

reminder to pick up milk

Classifier didn't find a match (0%). Personal reminder about groceries has no connection to any of the technical projects (Continuity System, Ledger QBO Access, or Atlas Overhaul).