✉️ Email Summary (Copy this into your email body)
Subject: Plan of Action & Next Steps
Hola Luis,
I wanted to give you a quick overview of where things stand and what’s next on my end:
1️⃣ Today’s Focus – Finishing the cleanup of my systems and your folder so everything’s structured, current, and easy to access. This includes reorganizing my knowledge base, client files, and Drive.
2️⃣ Bookkeeping & Tax Work – Starting cleanup and reconciliation in QuickBooks, documenting all deductions properly, and preparing for filings under your current single-member LLC setup.
3️⃣ Timeline (6 Weeks)
- Weeks 1-2: Reorg + QuickBooks + Realtor list
- Weeks 3-4: Reconcile receipts & transactions
- Weeks 5-6: Prep & finalize filings
4️⃣ Pricing – $99/month base (bookkeeping, reconciliation, documentation review). Separate yearly tax filing based on forms needed. Bonus Plan: If my documented strategies produce tangible realized savings or refunds beyond a standard baseline, a performance bonus applies — payable at once or over 12 months. Everything is transparent and tied only to real, measurable results.
5️⃣ Scope – Bookkeeping, tax prep, documentation, and financial guidance included. Website, marketing, automation, or consulting are separate.
6️⃣ Next Steps for You ✅ Confirm Slack vs Teams for communication ✅ Approve the $99/month plan + bonus model ✅ Provide last 4 digits of cards & linked accounts ✅ Send missing receipts ✅ Share your top 3 priorities for the next 6 weeks
I’ll attach the full breakdown with all the details and structure below for your records.
Thanks again for trusting me — I’m keeping everything transparent, defensible, and designed for real long-term efficiency.
— Cody Rice-Velasquez Founder & Systems Architect · QiAlly LLC
📎 Attachment: Plan_of_Action_Luis_Rice-Velasquez.md
# Plan of Action & Structure
**Prepared by:** Cody Rice-Velasquez
**Client:** Luis [Last Name]
**Date:** November 2025
---
## 1️⃣ Immediate Focus – Organization & Infrastructure
- Reorganizing knowledge base, client folders, and drives for clarity and consistency.
- Cleaning and structuring your folder so business info, docs, and notes are centralized.
- Ensuring everything we create going forward is categorized and retrievable.
**Outcome:** A clean system — no missing info, and everything accessible in real time.
---
## 2️⃣ Bookkeeping & Tax Plan
### A. Current Work
- Cleaning and categorizing QuickBooks transactions.
- Verifying documentation for receipts and expenses.
- Optimizing deductions under **legal and defensible** methods (home office, mileage, depreciation, casualty loss).
- Full audit-ready documentation.
### B. Entity & Filing Strategy
- You’re a **single-member LLC (disregarded entity)**.
- Business income flows to **Schedule C** on your personal return.
- No S-Corp conversion until income level justifies it (≈ $1M/year).
- Keeps things compliant, simple, and cost-efficient.
---
## 3️⃣ Six-Week Completion Plan
| Weeks | Focus |
|-------|-------|
| 1–2 | Finalize reorg, QuickBooks cleanup, realtor list |
| 3–4 | Match & reconcile all receipts/transactions |
| 5–6 | Prepare and finalize filings, reports, documentation |
Includes buffer for real-world timing; realistic, not rushed.
---
## 4️⃣ Pricing Structure
### Base Monthly Service — **$99/month**
*(Fees & taxes excluded)*
Covers bookkeeping, reconciliation, documentation review, and consistency guidance.
QuickBooks subscription remains separate.
Bill-backs are billed at **cost + fees + markup**, payable upon receipt.
### Tangible Savings Bonus Structure
- I’ll build a **baseline analysis** showing what a standard provider would deliver.
- Compare it to the actual result of my documented strategies — outlining what was done, why it worked, and exact savings realized.
- If those savings/refunds are *actually received*, a **bonus applies**.
**Payment Options:**
- One-time upon receipt, **or**
- Split across **12 monthly payments**.
You’ll be fully informed throughout — no surprises, no vague “you owe me” conversations.
This ensures I’m incentivized to **increase your savings and cash flow**.
### Percentage-of-Income Review
- Quarterly (every 3 months) adjustment if income changes.
- Keeps compensation fair on both sides.
- As new projects arise, we’ll re-evaluate percentages so incentives align — I earn more *only* if I’m actively contributing to higher income.
---
## 5️⃣ Scope of Work
**Included:**
✅ Monthly bookkeeping
✅ Tax preparation (annual filings billed per form)
✅ Documentation review
✅ Income/expense analysis
✅ Deduction & entity guidance
**Excluded (billed separately):**
⚙️ Website design/development
⚙️ Marketing/SEO/lead generation
⚙️ Automation or app development
⚙️ Investor materials or consulting beyond accounting/tax
All extras will be quoted before starting.
---
## 6️⃣ Contact List & Knowledge Base
After reorganization:
- Compile realtor, partner, and prospect lists into grouped entries in your portal.
- Document ongoing ideas and decisions (PunchPro, InnovaHire, Lumara, etc.) so all progress is traceable and usable.
---
## 7️⃣ Communication Platform
Texting isn’t sustainable.
**Options:**
- **Slack** – simple, searchable, integrates with everything, free for small teams.
- **Teams** – integrates with your Microsoft Business suite for calls/recordings.
**Recommendation:** Start with **Slack**; use Teams for calls as needed.
Once confirmed, I’ll set up workspaces and core channels.
---
## 8️⃣ What I Need from You This Week
1. ✅ Confirm preferred platform (Slack / Teams)
2. ✅ Approve $99/month + bonus structure
3. ✅ Provide last 4 digits of each active card + account link
4. ✅ Send any missing receipts/major expenses from last 3 months
5. ✅ Share top 3 priorities for next 6 weeks
---
### Closing
Thanks again for trusting me with your books and strategy.
Everything here is transparent, defensible, and designed for long-term structure — not short-term fixes.
**— Cody Rice-Velasquez**
Founder & Systems Architect · QiAlly LLC