Lunch Money

Saturday, March 01, 2008 1 comments

Last year when our firm was auditing our client in Alabama, they had lunch catered in every day. When we were back there for preliminary work in December, there was no catering. There was a change in management from the year before, so we can chalk it up to that. However, yesterday, when we were finishing up our year end work, I mentioned to one of the VP's of something that we weren't sure if we were going to have time for lunch because we had quite a bit to do before leaving for our late afternoon flight.

Without hesitation, she says that she'd get us a menu to a local deli and order it for us and have one of the girls go pick it up. So ok, I'm thinking "Yes! They're buying lunch for us!" Well, then Don is all, "are you supposed to give her your credit card...?" And I'm all, "no, man, she said she'd order it for us."

The more I got to thinking, I thought maybe that didn't necessarily mean she was paying for it. Well, when I went back to this VP's office with our order, I offered her my credit card fully expecting her to decline it. We didn't even do the whole "no, that's okay, I got it" "ohhh, are you sure?" exchange. Nope. She took my credit card and $20 later, I bought the audit team's lunch.

What the heck?

1 comments:

Anonymous said...

As your financial planner, this is not a good use of your resources. Charles Schwab might not say anything, but those of that promise and provide more personal service must speak up! Tell the boys they can deal with a little POW starvation training.
-Brent L.

Lunch Money

Last year when our firm was auditing our client in Alabama, they had lunch catered in every day. When we were back there for preliminary work in December, there was no catering. There was a change in management from the year before, so we can chalk it up to that. However, yesterday, when we were finishing up our year end work, I mentioned to one of the VP's of something that we weren't sure if we were going to have time for lunch because we had quite a bit to do before leaving for our late afternoon flight.

Without hesitation, she says that she'd get us a menu to a local deli and order it for us and have one of the girls go pick it up. So ok, I'm thinking "Yes! They're buying lunch for us!" Well, then Don is all, "are you supposed to give her your credit card...?" And I'm all, "no, man, she said she'd order it for us."

The more I got to thinking, I thought maybe that didn't necessarily mean she was paying for it. Well, when I went back to this VP's office with our order, I offered her my credit card fully expecting her to decline it. We didn't even do the whole "no, that's okay, I got it" "ohhh, are you sure?" exchange. Nope. She took my credit card and $20 later, I bought the audit team's lunch.

What the heck?

1 comments:

  Anonymous

March 3, 2008 at 10:44 AM

As your financial planner, this is not a good use of your resources. Charles Schwab might not say anything, but those of that promise and provide more personal service must speak up! Tell the boys they can deal with a little POW starvation training.
-Brent L.