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To provide a high-value experience, this schedule is designed to follow a logical progression: starting with foundations (Year Kick-off), moving into strategic growth, and concluding with protection and legacy. This 6-month program balances "The Numbers" (Accounting) with "The Big Picture" (Financial Planning). ________________________________________17th Feb Webinar 12pm and Record: The Financial Kick-Off (Setting the Vision) Focus: Alignment and Goal Setting ● Webinar Title: The 2026 Roadmap: Aligning Your Business and Personal Wealth. ● Key Topics: ○ Reviewing 2025: What the data says about your habits. ○ Setting "SMART" financial goals for the new year. ○ Accounting Side: Cleaning up your chart of accounts and automating data entry. ○ Planning Side: Re-assessing your "Freedom Number" (retirement or exit target). ● Action Item: Provide a "2026 Financial Resolutions" checklist. 28th March In Person Seminar: Cash Flow & Profitability (The Engine) Focus: Optimization and Efficiency ● Seminar Title: Profit First: How to Never Worry About Cash Flow Again. ● Key Topics: ○ Analysing your "Burn Rate" and "Breakeven" points. ○ Accounting Side: Using AI and automation for real-time reporting (moving beyond the monthly PDF). ○ Planning Side: Creating an emergency buffer for both the business and the household. ● Action Item: A template for a 13-week rolling cash flow forecast. 21st April Webinar 12pm and Record: Tax Efficiency & Compliance (The Guardrails) Focus: Wealth Preservation ● Webinar Title: Proactive Tax Planning: Strategies Most People Miss. ● Key Topics: ○ Understanding any new tax laws ○ Accounting Side: Correct business structuring—Sole Trader vs. Company vs. Trust. ○ Planning Side: Maximizing pension/super contributions and tax-loss harvesting. ● Action Item: A "Business Structure Health Check" questionnaire. 23rd May In Person Seminar: Strategic Growth & Scaling (The Accelerator) Focus: Expansion and Investment ● Webinar Title: Funding Your Future: Smart Borrowing and Investment Strategies. ● Key Topics: ○ When to take on debt: Good debt vs. bad debt. ○ Accounting Side: Preparing your books for a loan or investment round (What banks want to see). ○ Planning Side: Diversification—don't let your business be your only asset. ● Action Item: A "Lending Readiness" scorecards. 23rd June Webinar 12pm and Record: Risk Management & Protection (The Shield) Focus: Resilience ● Webinar Title: What If? Protecting Your Wealth Against the Unexpected. ● Key Topics: ○ Identifying "Single Point of Failure" risks in your business. ○ Accounting Side: Internal controls to prevent fraud and errors. ○ Planning Side: Life, disability, and "Key Person" insurance—what is actually necessary? ● Action Item: A "Risk Audit" to identify gaps in insurance or legal protection. 25th July In Person Seminar: Legacy & Exit Planning (The Finish Line) Focus: Long-term Impact ● Webinar Title: The Exit Strategy: Designing Your Final Act. ● Key Topics: ○ Succession planning: Selling to a third party vs. family vs. employees. ○ Accounting Side: Business valuation—how to increase your "multiple." ○ Planning Side: Estate planning, wills, and philanthropic goals. ● Action Item: A "Legacy Vision" worksheet for the next 10–20 years. ________________________________________

About the Session

Proactive Tax Planning:

Strategies Most People Miss.


  Key Topics:

○      Understanding new tax laws

○      Correct business structuring: Sole Trader vs. Company vs. Trust.

○      Maximizing pension/super contributions and tax-loss harvesting.


A "Business Structure Health Check" questionnaire.

Presented by:

Organise My Books & Tax and Granada Wealth Advisory

GRANADA WEALTH ADVISORY AND ORGANISE MY BOOKS & TAX. AFIQ MALEK AND CHRISTINE GUNES.
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