Nwoe we k t chlaots ye od uoruwt be ye kMhoansdbaeye onrrTe vu ieeswd ae yd , t iht ’es ftoi ml l oewt oi ncgl ows ee etkh et owaeses ku roeuat .u tTormy at ot ehdasvyes yt eomu rs run timely (i.e. Listen 360 surveys and Kirkwood back marketing run off posted data). Post CCS activity Submit Royalty Report 5.13 Monthly Close, QuickBooks & Accounting Closing out your month will consist of reviewing the following: Reconcile QuickBooks cash accounts to the bank statement o Note: A bank feed can be set up to import transactions with most banks Reconcile QuickBooks to credit card statement o Note: A bank feed can be set up to import transactions with most banks Review monthly P&L and Balance Sheet looking for misclassifications & errors Rcoenvcieewrnq. (uIa.er.tlearblyorP,&clLeaannidnBg asluapnpcleieSsh, eeetct.l)o. oking for overspending in areas of Send quarterly and year-to-date P&L to RSM for review 5.14 Monthly Employee Recognition It’s important to have a monthly process in place to incentivize and recognize employees. Print Anniversary Report from CCS and order Anniversary Certificates, Pins, etc. for employee Print the Customer Cancellations by Employee and post cancellation rates In the second weekly meeting of the month, recognize: o Top retention teams o Perfect attendance HSP’s
MOLLY MAID General Operations Manual Copyright 2015, Molly Maid, Inc.
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