Meetings (1)
Mar 20 11:07AM
Action Items (15)
Mar 20, 2026
Call Bryan on cell
done · View Meeting
Mar 20, 2026
Set up debit card for business filings
done · View Meeting
Mar 20, 2026
Ensure Lucid has materials to close February books
done · View Meeting
Mar 20, 2026
Complete manual spreadsheet build before automation
done · View Meeting
Mar 20, 2026
Learn state business filing process with Kelly
done · View Meeting
Mar 20, 2026
Complete North Carolina state filings
done · View Meeting
Mar 20, 2026
Complete second state filing for Next Wave Rentals
done · View Meeting
Mar 20, 2026
Restructure revenue categories on dashboard
done · View Meeting
Mar 20, 2026
Create separate projection tabs for financial forecasting
done · View Meeting
Mar 20, 2026
Build payment schedule tab for cash flow tracking
done · View Meeting
Mar 20, 2026
Update pro forma dashboard with formulas and revenue categories
done · View Meeting
Mar 20, 2026
Build pipeline/projections tab for deal tracking
done · View Meeting
Mar 20, 2026
Add total debt column to dashboard
done · View Meeting
Mar 20, 2026
Fix dashboard revenue calculations to use formulas instead of hard-coded values
done · View Meeting
Mar 20, 2026
Add monthly cost breakdown with payroll and expenses columns
done · View Meeting