GOSPËL
Ambleside Partners LLC · Punch List
Active Threads
Updated June 29, 2026
Updated June 29, 2026
Source: Toast POS · Updated Jun 29, 2026 · QBO sync pending for expense data
Active Threads
The JZ Matter
Demand letter is with Chris Kochman. The whole sequence is gated on two of Mike's calls, then evidence and the draft. Schindler's restrictions feedback is 2.5 weeks overdue and blocks everything downstream.
1
Chase Paul Schindler for restrictions feedback; it gates the exit terms and the restructure.Mike
2
Decide the 4th demand: repayment now, or hold for the litigation stage. Chris and Morgan are waiting.Mike
3
Pull the four QuickBooks evidence items and rebuild JZ's expense breakdown in Rob's format.AdamQBO offline: manual pull required
4
Pull JZ's Facebook/Meta ad spend for 2024–25 to close the unverified expense bucket.Elsa
5
Finalize the demand letter; Adam red-lines before it goes back to Mike.Chris K.
Ruschmeyers
~$200k owed from the summer partnership. The operator was arrested by the FBI and the funds now sit with an asset manager, so this is a claim, not a normal collection.
1
File Gospel's claim directly with the receiver / asset manager holding the funds.Rob Garson
2
Align with Morgan on the recovery path and timing; do not CC Peter on Bridgeton outreach.Mike
Rahman / Taxi
Secondary declaratory action, unrelated plaintiff. The play is to hold and avoid triggering a $15k Prime retainer until the representation structure is settled.
1
Get Shirley Gross's reply on the dual-representation structure; follow-ups went out 6/24.GS2Law
2
Hold the filing until the rep structure is set, to keep the $15k retainer off the table.Adam
Financial Restructure
The equity-led consigliere / COO ask is the real structural move, and it keeps getting crowded out by the JZ matter. It has not moved in roughly 14 weeks.
1
Put it first on the next Mike check-in, not last, so it stops getting deferred.Adam
2
If Schindler's feedback keeps stalling, decouple this and push it on its own track.Mike / Adam
J&H Accounting
James Huddleston 2024–25 payment reconciliation. The $70k ACH is confirmed (5/21/26, Partner Comp, acct 3350); the rest needs to be documented and closed.
1
Finish the 2024–25 reconciliation one-pager and send it to Mike.Adam
2
Confirm whether any further James payments are outstanding; route tax-categorization questions past Rob.Adam