PortfolioFounder OS
Great Advice
Great Advice is currently cash-positive with 0 unreconciled items and 0 overdue invoices.
Revenue
$0 inflow
Risk
0 compliance items due soon
Growth
$0 receivable pipeline
Cash
$0
Right now
- Net cash movement: $0 over the current window.
- 0 unreconciled transactions and $0 payable exposure.
Decisions pending
Founder-facing items for this business.
CFO: Top 10 overdue invoices follow-up
Owner: staff-compliance-mid. Queue: Great Advice.
Approval Needed · 19 MarOpen decision
Revenue pipeline
Closed and expected revenue against target.
$95k closed · $0k expected · $180k target
No live leads are currently visible from Control Ops for this workspace.
No individual pipeline opportunities are visible for this workspace right now.
Compliance & licensing
License status and upcoming obligations.
AFSL 123456
Active — personal advice authorised
Next obligation: Workers Compensation Insurance Renewal
Workers Compensation Insurance Renewal
2026-07-01
AFSL Annual Compliance Return
2026-09-30
Superannuation Guarantee Payment (Q1)
2026-10-28
ASIC Annual Statement
2026-11-30
Company Tax Return
2027-02-28
BAS Lodgement (Q1 Jul-Sep)
2027-04-28
Professional Indemnity Insurance Renewal
2027-06-28
No current incident records are visible for this workspace. Use the Compliance workspace for cross-business obligations and approvals.
Create incident record
Add a first-class incident for this business without leaving Founder OS.
Finance
Cash position, obligations, and downside risk for this business.
1 obligation
Cash on hand
2.4 months runway$0
Receivables cover current payable pressure.
Upcoming obligations
Accounts payable watch
Current cycle · $0
Strategy
Active objectives and key result progress for this business.
Grow advisory revenue to $600k ARR
Marcus·Q1 2026
On track
Close $180k in new advisory contracts53%
Reduce lead response time to under 20 minutes100%
Launch managed discretionary account offering0%
Bookkeeper drill-through
Transaction-level cashflow, invoice status, GST, and reconciliation now sit inside the business workspace instead of the old finance back office.
Income
$0
Expenses
$0
Net
$0
Receivable
$0
Payable
$0
Current quarter
Transactions (0)
| Date | Description | Category | Amount | Reconciled |
|---|---|---|---|---|
| No transactions are visible for this business yet. | ||||
Invoices
No invoices are visible for this business yet.
Expense breakdown
GST summary
1 Jan to 31 Mar
GST on sales
$0
GST on purchases
$0
Net GST
$0
Refund from ATO
Sales incl GST
$0
Purchases incl GST
$0
Team & capacity
4 membersCurrent workload across the team.
staff-compliance-mid
Great Advice
busy
2 active tasks
Current assignments — coming soon
growth-ops
Great Advice
available
0 active tasks
Current assignments — coming soon
ops
Great Advice
available
0 active tasks
Current assignments — coming soon
security-ops
Great Advice
available
0 active tasks
Current assignments — coming soon
Delegated work
Tasks routed to agents and team members.
2 active
CFO: Top 10 overdue invoices follow-up
staff-compliance-mid
operationsIn Progress
Due 19 Mar
Source: Operations
COO: Weekly workflow bottleneck triage
staff-compliance-mid
operationsIn Progress
Due 19 Mar
Source: Operations