| Aaron Shepherd | GrowthFlare | Prospect | Hot | John replied ~3:44 PM PT from BrightZen to ‘John, thoughts?’: thanked him, asked if any of Aaron’s fractional CFOs have 200+ clients vs a small book, said WA is ~$6m and John is the only person there who has ever had the title CFO, sent LinkedIn, said he can make Aaron’s clients more productive with the platform. Waiting on Aaron. | 2026-08-25 | Wait for Aaron to reply. |
| Ben Pace | Client Matchmaking | Prospect | Hot | John replied ~3:44 PM PT from BrightZen to ‘Scaling her firm and adding more accountants’: same note as Aaron (200+ clients vs small book, WA ~$6m, John only CFO title there, LinkedIn, platform productivity). Waiting on Ben. | 2026-08-25 | Wait for Ben to reply. |
| Josh Gupta | Haurlan, Inc. | Client | Hot | John emailed reminding him to connect bank accounts and credit cards in QuickBooks. Waiting on Josh. | 2026-08-25 | Wait for Josh to connect QBO banks/cards. |
| Phil Gorman | Snack Iconic | Prospect | Hot | Wholesale bagels, pivoted from La Jolla shop. Uses QBO not Shopify. John offered CPG underwriting experience from Assembled Brands. Emily at Weekly Accounting cc’d. | 2026-08-20 | Follow the QBO / Cin7 thread and book the next step. |
| Adam Beatty | Design Lab / Logical Brands | Advisor | Warm | Called for an in-person advisory board: 2026 financials, year-end budget, functional-area presentations. John said he can make it. Mark Denneen and Dave Bolen on the thread. John forwarded to Sam Kaplan. | 2026-08-20 | Get the date on the calendar. |
| Brian Kelly | Sidecountry Sports | Client | Warm | Sent Lightspeed order CSVs. Missing customer names = lazy checkout. Shopify orders under his name. Offered Lightspeed support via Quinth. ClickUp card is healthy. | 2026-08-18 | Keep the data/IFM thread moving with Quinth and Phil. |
| Ted Theocheung | My Mentor 126 | Prospect | Warm | Reached out about AI onboarding for CFOs. Matt forwarded. John: looks interesting, asked Ted to find a time next week (calendar link sent this morning). | 2026-08-25 | Wait for Ted to book, or nudge if he doesn’t. |
| Deirdre Dunne-Sciolto | Pioneer Financial / Northwestern Mutual | Advisor | Cool | EA to Kevin Luchetta. Offered Sep Zoom slots. John replied-all ~8:48 AM PT: declined, no follow-up. Closed. | 2026-08-25 | Closed. Do not follow up. |
| Kevin Luchetta | Pioneer Financial / Northwestern Mutual | Advisor | Cool | Caught up Mon Aug 24. Kevin followed up Tue: NM advisor moved on, wants in. Deirdre offered Sep Zoom. John replied-all ~8:48 AM PT from declined Zoom, no follow-up. Closed. | 2026-08-25 | Closed. Do not follow up. |
| Taylor Nemiroff | Paychex | Partner | Cool | Wanted a partnership conversation after Paychex onboarding. John: talk only to him, team already knows they can refer. Taylor acknowledged and mentioned Jan 1 transitions. | 2026-08-20 | Hold unless John reopens it. |
| Jared Lewin | Exit Group | Partner | Stale | Chasing Sorren value / next steps since June 5. John said he’d revert second half of June. Jared followed up June 26 and July 9. Jeff at Weekly Accounting is on the thread. | 2026-07-09 | Decide: reply, park, or close. |