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SnapBanq, <> - Coggle Diagram
SnapBanq
Phase 1: Bookkeeping / Allocation
3) Reports
Income Statement
Balance Sheet
Phase 2: Data Entry for Tax Software / Taxation
Submission of Taxes
Phase 3: Credit Reports
Phase 4: Investable Assets
Phase 5: Online Monitoring
Phase 6: Niche / Micro-niche
FLOW / Ikigai
Medicine
Niche: My father passed away because we were too late in knowing what was wrong within his body
1 more item...
Healthcare --> Personal Care Aide / ~Maids
Elderly, Disabled, etc
1 more item...
1) Pull bank transactions [Plaid]
2)
Transaction Categorization
ACTION
Allocation
20-50-30
Credit
720
Taxation
2+ years, positive AGI
Investable Assets
Non-zero
Online Monitoring
Yes / No
Niche
Mission Statement
Access to Capital
+USD$250'000
iSoftstudios
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