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Zeply Finance - Coggle Diagram
Zeply Finance
MH: Reporting
JLS: Month end
MH: Cashflow
MH: Budget vs Actual incl Sales
what about doing monthly high level snapshot for all staff?
Bank Accounts
Operational
USD
EUR
Fireblocks
Applications to follow up on: Guru
MH: Investor Relations
MH: Investor Pack
MH: Buyers Universe and Discussions with Stuart
JLS: Valuations
Expenses
JLS: Twice per month settlement
JLS: proactive expense claim management
Tax
Lith Consultant
ESOP
MH: Commission and Profit Share
To be agreed before Oct
Quarterly session allocation
MH: Payroll
Crypto payments from fireblocks
JLS: NCMB/ KGC Financials and Reporting
Tax payment and submission
MH: SOP to be updated for spend
JLS: Financial vs Client ops vs Banks Reconciliation
JLS: Operational Finance
MH: Quarterly Board Packs