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Brad Purton - Parental Leave

Baby girl is likely arriving earlier than anticipated, but we’re so excited for her to get out into the world. My leave dates may shift here and there for family reasons 😃

Need help?

Below lists the main point of contact / direction in case anything comes up.

Processes / work-streams

Category
Sub-Category
Description
Email Contact
Slack / Direct Contact
Additional Support
Customers
2
Collections, Billing
Occasionally customers write in to support or receivables@ with inquiries on invoice payments, banking info, invoice updates, tax documents, contracts, billing explanations, etc.
Order Forms and Language ; Revenue
Typically this flows through Legal, but if there are any inquiries on language in agreements (particularly impacting revenue recognition)
Mark Glanville (KBC)
Banking
1
Banking and wire info / support
For wiring support and receiving funds.
Kenny Mendes
Judy Krehbiel (KBC)
Accounts Payable
2
Vendors
For any vendor inquiries and/or Airbase support
Judy Krehbiel (KBC)
Employee reimbursements, Virtual cards
For any inquiries on Airbase reimbursements, Navan, virtual card requests/changes
Judy Krehbiel (KBC)
Payroll & Benefits
1
Payroll & Benepass
For any inquires on Benepass or payroll related items
Lucy Yip
Judy Krehbiel (KBC)
Other
2
General inquiries & support
General Inquiries & support
Billing inquiries
General billing inquiries

Current & Ongoing Projects

Category
Description
Point of Contact(s)
Financial Audit
1
Fiscal year-end January 31, 2024 financial audit
Roxy Garcia (KBC)
Mark Glanville (KBC)
Month-end Close
1
Routine month-end close process
Roxy Garcia (KBC)
Mark Glanville (KBC)
SVB Audit - credit line
1
SVB audit for period ending March 31, 2024
Roxy Garcia (KBC)
Mark Glanville (KBC)
409A
1
04/30/2024 409A Valuation
Meredith Evancie

Emergency?

If there is an emergency and you need to get in contact with me, please message me at (415) 298-6199. Response time will vary, but I’ll try to get back to you as soon as I can.

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