90p Admin

I received LegalZoom's packet of information. I'm not willing to serve as the controller for the organization. I can offer up my Mom to continue writing checks however I need someone to manage the: - Filing for non-profit status - Filing of tax returns (should be 990) for 2011 and future We have a very tiny amount of checks and I can have those written up in a Google Docs spreadsheet which can in turn serve as the basis for someone to prepare the tax returns needed. I also had to initially setup 90 Minds under my tax ID to get a bank account. I will go to Bank of America and see about opening an account in 90 Minds name. I strongly recommend the use of Freshbooks automated billing (recurring) linked to online payments. The easiest to hook is probably Paypal which offers the ability to accept payments via a merchant account. From my memory the Freshbooks is about $250/yr and Paypal merchant fees about $30 per month. As we grow and have members come and go - this is going to be a much much bigger administrative issue than you would think. In my opinion we most definitely want to automate this to the highest level possible - meaning allow people to pay their own invoices online (if we don't do that then you have to wade through checks that are personal, different company names, are returned in blank envelopes with no clue who they're for...)

We need to elect a board of directors too Jim

For the next MOTM I think we need to set aside a smaller meeting of directors. It's almost impossible to make administrative and organizational decisions in a large group.

I'll do the controller/accounting duties (unless someone else wants to) for a year. I am assuming that all the accounting has been done in MAS. If all are in agreement, you can send me the MAS_90Minds folder and I'll take it from there.

All the accounting is manual in a checkbook. I don't know how many checks we write but it's less than probably a dozen in a year.

I have all the Oasis memeber in a MAS90 system but have never posted anything. All invoices are sitting in data entry.

I'm going to leave it to whoever would like to take on the accounting task to make the decision on how they will handle this. I'll also allow them to open up the account in a bank of their choosing. Let let me know where and when to send the final information.

Jim, if you have a strong desire to run with this, go ahead. I already do bookkeeping work for several non profits and clients so I have the system in place here also. Plus since I work with JD Kish (tax accountant) he has agreed to do all the tax filings for the group. If you want to turn it over, just sent the company files over to me.

@jeffschwenk. Just saw you reply. I am good either way and since you already have a system. I think you are the man for the Job. Maybe over next year if you need assistance I can jump in. Especially in regards to the billing. In the meantime I will send you what I have.

We should first have an organizational conference call to talk about some of this. I want to make sure everyone realizes what they're getting themselves into. For example if we expand to 200 members (we are at 100 now) -- that's a pretty big job to track and bill. I recommend that we strive to automate every last piece of this so that a bill goes out and is paid by CC directly to a Paypal account. As much as it looks like we have free time now in the February winter months -- when renewals are happening at the end of summer -- it's a major problem if any of us are out on big projects (which are tough to predict). Another reason we'll want to (or rather I recommend) be web based is that we can have other people pitch in on the administration which will be tough to do if all this data is loaded on a server in someone's office. Just some thoughts but I think we need to have an Admin Only conference call to clarify who will be doing what -- accounting, membership, social media, knowledgebase, socialcast subgroups, etc

I am ready a meeting do we want to do it Monday afternoon?

Monday or Tuesday would work - say about 3pm ET either day

Monday at 3 EST works great. @jeffschwenk work for you? Who else needs to attend?

I'm on vacation in SC next week. Unfortunately, I'll have my cell phone with me. Either day should work, just need some advance warning.

I can make 3 on Monday.

I should be able to ""disappear"" then.

@JimWoodhead - just @PeterWolf and @MarkChinsky if they want to take on some role - I think we each should take responsibility for a different area of 90 Minds

Is this still on for today??? If so, I need a phone number sent to my e-mail address. Otherwise, I would prefer to wait until next week after I have had a chance to review the records that Wayne is sending this week.

We can wait

I am swamped today so waiting works for me although I have a go live next Monday. Can we make it mid-week? From: do-not-reply@socialcast.com [mailto:do-not-reply@socialcast.com] On Behalf Of Wayne Schulz Sent: Monday, February 27, 2012 9:38 AM To: Jim Woodhead Subject: Re: [90 Minds Consulting Group] I received LegalZoom's packet of information. I'm not willing to serve as the controller for the organization. I can offer up my Mom to c...

I'll let Jeff coordinate

Back at the rock pile chipping away. Ok to send the information to me now. Jim, just zip up the data folder for 90Minds and I'll create a company here. Wayne, let me know when the records are in the mail.

Wayne, JIm, Any ETA on the document transfers?

I can get you the Oasis customer in my MAS as soon as I bill the 3 customers. Probably by tomorrow

Putting the Legalzoom documents in the mail to you today. Still searching through the many threads of Socialcast @JeffSchwenk can you provide your mailing address again thanks

Just found it -- will be mailing today to: 600 Oak Avenue, Waynesboro, VA 22980