5/22/2026 – 5 hours unpaid
- Worked on making sure website looks good and professional.
- Training Jenny Ai
- Making forms and adjusting forms.
5/20/2026 (month of updates) – 100+ unpaid hours.
- Policies – Worked on policy and procedures manual, forms and training materials.
- Awaiting follow up regarding insurance quotes – Need umbrella for auto policy, general and professional liability per Exhibit A for Provider Agencies.
- What I have completed – ED qualifications, resume, CPR cert, MAO grandfathered in email, workers comp policy, auto policy (awaiting add on coverage), OIS-G, paid for provider agency certification $600, started forms for waitlist, etc..
- What I need: finalized policies and procedures, awaiting message regarding BCU background check,
- When I can: Newer vehicle (Honda CRV or Pilot), get training modules online and posted, get website updated to look professional, ensure JotForm’s are reviewed to ensure work well for clock in, clock out, prog notes, IR, stipend and other requests through forms.
4/5/2026
- Dedicated work on taxes today.
2/3/2026 – 4/4/2026 – 100 hours unpaid – no income yet.
- 1-800-ACCOUNTANT (Bobby Carpenter 727-620-8361) ~ $2500 for year. Reviews show it may not be best option. Looking at other options. Use ADP. Suggests to ensure all business expenses are kept to specific accounts to ensure I can write off interest. 400% return on investment and tax deductible fully.
- CSI accounting option ~ $400-800/mo not reasonable for my current situation. Will follow up with Ron.
- Error with Paid leave led to me having to call Paid leave office 1-833-854-0166 and the wait is long.
- CCD – Left message for Theresa Haga regarding financing for business.
- 2026 mileage rate is $0.725 for business driving or vehicle cost reimbursement.
- Unemployment office 1-877-345-3484
- Unemployment will deny a claim if you work over 40 hours a week even if that work is towards bringing value to your own business and also looking for work. I am going to call to see if I can get this better reflecting the reality of my situation.
- Unemployment claims need (date of contact, company name, company locations, posting ID#, How you contacted them, type of work position, results each week ) 5 total, 3 jobs, 2 supplemental activities.
- Liheap can be applied to on a 2x per year basis for a lump sum to help. I am getting it for February and that will apply to May possibly for Electric in Douglas County.
- Organizing data in binders and setting up note taking binder to keep up with day to day.
- Have budgets in place that are a work in progress for personal expenses. Attempting to live on under $300/mo for food with two people while no food stamps are coming in. I am still looking to get this fixed and believe I can given my situation.
- Reached out to small business development center in Roseburg. He was nice but ultimately unhelpful for my specific business. Suggested to go to Eugene to get support there.
- Updated Transparency sections for better discussion of when I cannot share.
- Working on policies and procedures: Not going to provide cannabis support due to current risks and liabilities. Unfortunately unless my staff are 100% accurate then a small Medicaid error could close my business. I am not willing to take that chance right now. See store for my effort to make a CANNABIS POLICY while also running a Medicaid compliant business. May change my mind if I can find a better system for accountability than scouts honor. I need some assurance this is not happening on the clock. Not because I am a dick. Because there are many natural support options for this. We will focus to identify natural supports.
- NCCI for workers comp. Awaiting follow up. $500 then $1500 upon opening for just me.
- Signed up for GUSTO.
- Google Cloud: Set up API KEY for getting lat/long data for apps.
- Jotform: Got forms working for clock in and out and other data collection. Still working on final edits to and getting connected to back end tables and spreadsheets as well as gathering unnecessary but helpful data.
- Website: Work on website updates
- Tax and accountant – Getting 2024, 2025 and 2026 tax information together and entered and submitted for programs and to get tax advice.
- Reviewing costs for repairs in home to help odds of getting HELOC approval.
- Food Stamp Application approval and also follow up with financial data. – Add resource info to my data for services.
- Liheap approval and follow up as needed – Add resource info to my data for services.
- Lifeline approval and follow up as needed – Add resource info to my data for services.
- Purchases: Paper, pens, binders, paper, ink, etc..
- Progressive call regarding insurance needs (got names of local insurance agents to call)
- Unemployment Application and follow up – Need to follow up on overworking claim.
- Follow up with VET hires for businesses – Informational meeting online
- Medical: Scheduled skin care appointment, doctors visit, counseling, etc..
- Self Care: Light therapy for psoriasis care, resveratrol for psoriasis care, Omega 3/6/9 brain and skin care, D-3 skin care, Magnesium Glycinate for muscle cramping, Electrolyte powder for energy and fatigue, vibration plate for lymphatic drainage, cold compress for head, lions mane mushroom for tremors and headaches,
- Trauma healing: Jordan Peterson, Tony Robbins, Gabor Mate, hz videos, viking music, etc..
1/28/2026 – 2/2/2026 – 24 hours unpaid.
- I learned that business expenses can be deducted for food stamp benefits. Cool to learn.
- Discussed insurance needs and started to work on professional and general liability paperwork. Took a break for the day.
- Giving myself the benefit of the doubt I worked 4 hours a day for the last 6 days. Giving myself $18/hr rate as a consequence of poor documentation. I will do better next time.
- Got upset I spent so much time without obvious benefit.
- Minor form tweaking
- Worked on personal goals.
- Worked on mental/physical/emotional health
- Morning calls/applied for jobs/resume updates
- Wake up 8am – shower, coffee
- Missed some work day – organization, rest, reoperation, didn’t log hours. I will designate $18 rate for this time.
1/27/2026 – SELF CARE / WEBSITE UPDATES / ICHRA / EMOTIONAL CARE – 3 hours
- Self Assessment – Physical 6, Emotion 7, Mental 9 = 22 (Ok, review self care plans for how to boost) 22/30 = 73% rating
- To Do – Follow up with ICHRA, DD licensing, Quotes for Worker Comp/Insurance
- Wake Up 10:30am – hygiene, dress, food box, coffee – disappointment at not qualifying for full food box.
1/26/2026 – RESEARCH / SELF CARE / MEDICAL LEAVE / FRANCES / VIDEO CREATION – 8 hours $30/hr rate
- 2:30am Sleep
- Research 2am – website error, possible HIPAA compliance issue identified. Must find a way to mitigate.
- Finances – Awaiting Debit Card for account. Virtual card ready. Bank set up done.
- Research and Follow Up: Found OIS training in Sutherlin, may follow up later. (gather info on training)
- Novo.co – Bank approval – YAY. Set up deposit $200
- SELF CARE: 10pm-1am: Water, hygiene, restroom, social, emotional, mental check in, stretching etc..
- NEED – Must file taxes and submit to FRANCES system by 4/30/2026 – Need guidance if I can have a tax extension this year or not?
- COMPLETE: Signed up for FRANCES online through Whole Life Approach, LLC. — Just in case I will have support for medical leave in future if I need it by doing this.
- COMPLETE: Got approval for BIN – See link (BIN 25-2143798) https://egov.sos.state.or.us/br/pkg_web_name_srch_inq.show_detl?p_be_rsn=2646238&p_srce=BR_INQ&p_print=FALSE
- GO FUND ME LINK $45 in donations.
- New video creation and posting – Discussion of job roles and … General about me and why to get services.
- NAP TIME 7am – 12pm – Felt tired and headache after video creation, short nap to recuperate, water, coffee, breath work, stretching, self care routines.
- 6:40am GOFUND ME – Here is the link https://gofund.me/0d0c4db2a
- NEED – Bitlocker (updates windows to meet this requirement or new computer) – Reason encrypted computer data for local files. – Current private data storage online.
- Updates – Client waitlist form (privacy disclaimers, remote disclaimers).
- NEED– Amazon.com 3m blocking for screen for privacy (need monitor size)
- Wish list – $1500 New monitor, computer set up (most up to date with larger capacity for this work, better video quality, etc.. 800 Levano Idea Center Tower, 110 OLED LG C5 monitor 48″ 4k.
- Research on HIPAA compliance for home office (implemented 5 minute screen locking feature, password protected (need locking password holder),
- Wake up: 4am
1/25/2026 – FUNDING REQUESTS / IDEA GENERATION / WEBSITE 6 hours $30/hr rate
- Gofund Me – Submitted for $15,000 goal Here is the link https://gofund.me/0d0c4db2a
- Awaiting – Novo.co – Pending approval
- Orientation/Required Training – background check, ODDS modules, employee handbook, job shadowing, CPR/FA, OIS- G, . ($18/hr – tentative)
- Scheduling – Utilize google calendar features – inexpensive doable. – do a test run?
- Idea – Job seeker (county, rate, background)
- Idea – Client from (county)
- Idea – $18 starting then $22/hr billable hours. Rate difference (office/training vs billable)
- Idea – weekly check in for self assessment. (15 minutes – data for week shared, look at general scores company wide)
- Idea – Same day eXPRS billing – Would help ensure staff gets paid on time. Fines if paid late. Real concern up front if low budget.
- Idea – Lag payroll 1st – 15th (paid 25th), 16th – 31st (paid 10th) – 10 day buffer for payroll and eXPRS payments.
- To Do – Ran onboarding scenarios
- Updates to Website (layout, post, pages, back end)
- Updates to Waitlist Forms (layout, questions, etc.. )
- Updates to Policies (wording, etc.. )
- Updates to Financial Transparency page
- Updates to Resume
- $100 – payment towards phone
1/24/2026 – START UP MOVEMENT 3 hours $30/hr rate
- Updates to Bank – Opening Novo.co bank
- Updates to BIN – Progress, waiting on EIN
- Updates to EIN – Have the number
1/23/2026 – OFFICIAL BUSINESS START DATE 1 hour $30/hr rate
- Updates to EIN – Completed form, official agency name “Whole Life Approach, LLC”