Thursday, January 27, 2011

Seem to be Getting Closer :)

Today started out like any normal day, I just pull files for the clients. The partnership wants me to get an engagement letter, a policy letter and a cover letter to place in each file. Depending on where the file goes depends on what gets put in it. In all the folders, but Karl (he's drake in Bray, Drake, Liles, and Richardson), i place an envelope, in Melissa (an Accountant) and Neils (my sponsor) i place a memory stick in and those are the only excepts, but Curtis likes his envelopes in the back of the file. Anyways the only people in the office was Neil, Sharon(I'm with her all the time), Claudia (another accountant) and Karl. Curtis wasn't suppose to be in until Saturday, Matt(another accountant) was with his sick child and Melissa, lucky her is in Mexico i think on vacation. So Sharon has me print off Karl's organizers for clients and get them ready to be mailed out. I'm was kinda glad he didn't have as many as Neil's, because Neil has the most clients and that's a lot. Well i was doing that Curtis comes into the office unexpected and i was like Oh! Hey. So he needed me to pull three files and i was OK with that. While the printer was still printing i did that. When i was finished with both of those, Neil told me to get with Claudia and get the trial balance for these two companies so i could place them on ATB. She had been working on something else and she said she would do it when she got finished. While i had down time, Sharon was going to lunch and she had me look at these 3-D books to look at new ones for the wall outside. They were really difficult to see, I don't see how people can see those things. So i tried looking didn't help much, but Claudia finished the trial balances and i was able to do my thing. In the middle of all that mess i still had to answer the phone, which isn't that bad. The purpose of doing all that is to help the clients for the firm. If someone didn't, then it would be really confusing around there. Its good to have structure and to know everything has a place.

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