GraceLever.com

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GraceLever.com by Mind Map: GraceLever.com

1. Cashflow/Budgeting

1.1. Forecast Budget Sheet

1.2. Ongoing review of cashflow

2. EMDG Grant

2.1. Scoping Meeting with Peter D.

2.2. Preparation of Application

2.3. Application Submission

3. Entity/Structure

3.1. Setup for GL.com

3.2. Sell GL.com into new Biz

3.3. Stamp & CGT management

3.4. Tax Minimization Strategy F/T

4. Accounting/Books

4.1. Pricing Quote from Ark Acct

4.2. Review Plugins/Apps for Xero

4.3. Handover and Introduction

4.4. Bring Accts up to date

5. Personal Planning

5.1. PersonalRisk Insurances

5.2. Loan/Finance to purchase home up to $1.5m

5.3. Super Fund Review and Recc

6. Biz Risk

6.1. Key Person Ins.

6.2. Gen Ins. Review