Kramer Pro
Succession Planning
Succession Planning
Taylor's Succession Plan
DO NOT CANCEL MY EMAIL, OR MY P-CARD RIGHT AWAY
📋 Key Responsibilities
Accounts Payable
All in Ramp
Accounts Receivable
Through QBO/Email
Financial reporting
P-Card Coding
Sage and Ramp
Payroll
Employee Documentation
Including Verification of Employment etc. All in Paycom
Communication/Forms
🔐 Systems & Contacts
Paycom Main line
phone: 405-470-0010Ask for Andrew Jones, you'll have to authenticate with your name (as of writing this Stephen is the only person other than me who Paycom is authorized to talk to), they will also ask for our client code (0KZ33).
Ramp - Support
support@ramp.comwe do have an account rep/exec with Ramp but there's a lot of change as they're scaling so I'm not even 100% sure who that is.
401(k) Participant Questions
phone: 888-652-8086
Frost Admin (insurance billing)
frostadmin@frostspecialty.com🔑 Access Needed
Ramp
Paycom
Quickbooks
Sage Expense Manager
Finance Drive
Finance Google Drive
📅 Calendar / Average Week
Monday
- 9a-11a - do any prep for team meeting
- 11a team meeting
- 1p - meet with Vince
- 3p-5p - QB Transaction sync, send any invoices, process bills into Ramp
Tuesday
- Misc Work
- EVERY OTHER TUESDAY - 1p - Payroll
Wednesday
- Morning - misc system work
- 3p - 5p - QBO Transaction sync, send any invoices, process bills into Ramp
Thursday
- Misc prep
Friday
- Team Lunch
- 3p-5p - QB Transaction sync, Ramp sync, process bills into Ramp, send any invoices
📚 Knowledge Transfer Notes
Life.Church Invoicing requires their Coding
MJ SUCKS at email, always CC Jan on any emails to MJ
it's a 5 min delay in Zapier from invoices getting created in QBO to them being populated into the email
❌ Things to Cancel / Look At
The misc-notifications Slack channel gets notifications for various things, mostly from Zapier, including scheduled messages
Payment cadences
Most clients are really good about getting us paid on time, however Life.Church and Public Strategies both run their Accounts Payable on Net 30 terms, so those 2 in particular usually take longer.
📧 Email Auto-Reply
Hey there,
Thank you for your email. I have stepped off of the KRAMER PRO team after 4 incredible years; please see the below contacts for any of your needs:
Finance/accounting: accounting@kramer.pro
Sales/installs: sales@kramer.pro
Live Events and rentals: rentals@kramer.pro
Logistics/shipping: logistics@kramer.pro
Any other needs not listed here: info@kramer.pro
I'm super thankful for my time here, and wish the KRAMER PRO team nothing but the best.
My Best,
Taylor Giba