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✓ Data verified· as of Jun 12, 5:37 AM

Bookkeeping

Krisha — Bookkeeper (starts April 15)
Daily Task Queue
1
RM Reconciliation Queue
All entities
Daily reconciliation across all 36 communities + FCG + Freedom Capital Air. Verify prior-day transactions posted correctly in Rent Manager. Flag mismatches to Kassidy.
Content pending — waiting on Kassidy's workflow definition.
2
Journal Entries & GL Coding
Daily
Review and post journal entries. Ensure GL codes follow Freedom's chart of accounts. Flag any Misc/Other coding without notes for Kassidy review.
Content pending — waiting on Kassidy's workflow definition.
3
Entity Checklist
Daily / Weekly
EntityTypeStatus
24 MH CommunitiesManufactured Housing
12 RV CommunitiesRV Parks
FCG (Freedom Capital Group)Holding Entity
Freedom Capital AirNon-Property
Entity-specific tasks pending — waiting on Kassidy's workflow definition.
4
Handoff Items from Kassidy
Check daily
Items Kassidy has delegated or queued for Krisha. Check PULSE task queue and Slack for new assignments. Complete and mark done — Kassidy reviews.
Handoff workflow pending — waiting on Kassidy's workflow definition.
Setup Status

This page will be fully built out once Kassidy defines Krisha's daily workflow. Email sent April 3 requesting:

  • Daily RM bookkeeping tasks (part-time vs full-time scope)
  • Entity coverage priorities
  • Handoff workflow between Kassidy and Krisha
  • RM reports and access needed
  • Training materials and SOPs

pulse Assistant

Click any community to open its property overview.