SA Command Center v3

$386K

2025 GCI (closed+pipeline)

84%

Knowledge Completeness

$422K

CNPE Pipeline Potential

-$56K

2025 Tax Gap

$16.5K

Monthly Burn

Needs Your Attention

Knowledge at 84% — Fynanc website courses (22/30 not scraped), community calls (9 missing). IRIS/PLEX pages built on incomplete data.

2025 tax shortfall: $55,883. Deep research in progress to verify all numbers.

AEO/AI Engine Optimization Campaign Steps 2-9 — drafted, awaiting your approval.

Van Ness/Martinez closing TODAY 1 PM, Open Title.

Resasco underwriting docs requested from correct agents (W Alabama, Wentworth, Schweikhardt).

Q2 2026 — Forward-Looking

CNPE/Calls Notes Pop-Bys Events Impact

Daily contacts25

Database: A+ contacts49

Database: A contacts730

Projected referrals/year317

At 10% conversion32 transactions

Potential GCI$421,959

Min txns to cover burn15/year

Q1-Q2 2026 Pipeline

Q1 Closed (Jan-Mar)$126,110

Q2 Pipeline (Certain)$185,574

Projected H1 Total$311,684

H1 Burn ($16.5K × 6)$99,072

H1 Net (pre-tax)$212,612

2025 Tax Triage (Historical — Cannot Change)

Deep research in progress. Numbers below need verification against QBO/QuickBooks Online actuals.

Federal owed$72,908

Tax account balance$17,025

Shortfall-$55,883

EFTPS/tax payments made (2025)$8,000 (Q3 only)

Tax account raided$18,882 → BofA CC

Verification Gaps

QBO not connected — numbers from Spending Plan only, not verified against bank actuals

EFTPS payment history incomplete — may have missed payments

TaxAlchemy has detailed breakdown — need to cross-reference

Knowledge Completeness (Trust Metric)

Source	Status	Trust Impact
Fynanc/Financial Academy (Wistia)	100%	120 transcripts, all course RAS'd
Fynanc Website Courses	13%	22/30 courses NOT scraped. Blocks full methodology trust.
PLEX Calls (Zoom)	100%	All 7 calls RAS'd
Coaching (Jean Hanham + George)	70%	7/10 sessions. Earlier in Otter.ai
Buffini Resources	100%	210 PDFs + 120 Wistia
Buffini Portals (Training+Community)	0%	Not scraped. Needs Playwright login.
Decentralized Masters	0%	Circle.so login blocked (Google SSO)
Fireflies	100%	615 transcripts
ClickUp	72%	2,557/3,552 tasks
Google Drive	100%	1,892 files
RM/ReferralMaker CRM	100%	3,165 contacts

Full ingestion dashboard →

Projects (% Complete)

Project	%	Status
Financial Analysis Dashboard	100%	DONE
7C SOP/Standard Operating Procedure Master Synthesis	85%	LIVE
OLE/Organizational Learning Engine	90%	ACTIVE
Marketing Department	15%	SPEC'd
Lead Opportunity Detection	10%	SPEC'd
TG/Telegram Topics Redesign	20%	DESIGNED
BlueBubbles/iMessage Relocation	5%	PLANNED
Fynanc Full Ingestion	84%	IN PROGRESS
Buffini Portal Ingestion	0%	BLOCKED
DM/Decentralized Masters Ingestion	0%	BLOCKED

Full project board →

Organization

6/6 Depts Active

106 Lessons

3 Days Uptime

All Systems Alive