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October goals:
- Complete refinance process on 3 investment properties (CH, RS & 6) - completed refinance on two properties, CH still pending.
- Purchase or have under agreement 2 additional investment properties - signed agreements on 3 properties - plan to close on all within 2 weeks
- Set up all properties as Assets in Quickbooks - be able to print full B/S out of QB - Assets are now set up in QB; however, still not able to print a completely accurate Balance Sheet. Working with consultant on full reconciliation.
- Sign one new JV partner - nothing concrete here but 2 solid leads - in discussion
- Interview at least 3 more banks and select one - interviewed 4 banks, selected one - full conversion of all accounts to take place 1/1/08
- Gym/run at least 4 days per week - check
- Come up with a clever halloween costume
- punk rock girl (not very clever!)
- Complete refinance on CH property
- Settle on all 3 properties, which are currently under agreement
- Refinance at least 2 of the new properties before month end
- Purchase (under agreement) at least 2 additional properties
- Have new bank set up all new accounts and begin vendor Conversion
- Send preliminary tax information to CPA (full statements out of QB)
- Sign 1 new JV partner
- Make progress on D&B score for both entities
- Determine new corporate structure plan
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