MON 08/03/26

 MON 08/03/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received energy bill and notice of need to renew; made note to renew energy plan before current plan is exhausted

• Logged on to JOEL personal PCP site and paid for upcoming visit to discuss earlier lab work

• Email and voice call to DAD personal attorney asking for status on final review documents

• Began generation of HTIRE customer statements

• Drafted formal email to single HTIRE client who has shown reluctance in paying; expressing my willingness to go over their statement and also discuss the outstanding credit currently existing on their account.

• Logged on to WESTMONT home energy provider and renewed current plan (1000kwh credit plan same as past year; excellent during winter but takes doting; worth it in the end)

• Emailed three new work invoices to TGS field contact

• Logged on and paid for JOEL PCP visit following day

• Trip to shop to pick up two client invoices left by TOMMY

• Emailed two CRMLY invoices with PO applied per TOMMY request

SUN 08/02/26

 SUN 08/02/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• DAD request to present the current status  of each of his significant investment positions.

• Printed DAD INVEST overview document that I began drafting earlier this week, already anticipating the request mentioned above, and walked him throug the important points around each of his significant portfolio positions (maturity dates/compounded interest/initial principe vs gains at document creation date/etc).

• Verbal conversation with DAD that meeting on the first Sunday of every month, to review the ever more formalized structure of the investment presentation material I went over with him today, would be of high value since he’s not always able to quickly log in to each of his financial site portals and immediately understand things. Plan is to have breakfast at least once a month to give regularly updated reports on how his positions are work.

FRI 07/31/26

 

FRI 07/31/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• At shop from 8am to 2pm covering for TOMMY out of town

THUR 07/30/26

 THUR 07/30/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• At shop from 8am to 2pm covering for TOMMY out of town

• Voice call from TOMMY informing me of TGS job that RGO is seeing to first thing Thursday morning

• Scheduled JOEL PCP appointment for following work week