You're All Booked for Your Financial Review ✅
Your Financial Second Look (P&L Review) appointment is confirmed.
Important: QuickBooks Online Viewer access must be granted at least 24 hours before your appointment.
Failure to provide access in advance may result in cancellation or rescheduling.
Required Before Your Appointment
QuickBooks Online Access
- Grant 330Bookkeeping Viewer access in QuickBooks Online
- Send the invite to the confirmation email address
- Provide access at least 24 hours before your meeting
- Ensure transactions are current and categorized
- Reconcile accounts if possible
Financial Reports
- Current Year-to-Date Profit & Loss
- Prior Year Profit & Loss
- Balance Sheet
- General Ledger
- Accounts Receivable Aging
- Accounts Payable Aging
Business Information
- Description of business model
- Main revenue streams
- Payroll summary (if applicable)
- Outstanding loans
- Recent large purchases
What We Will Evaluate
- Profit margin accuracy
- Expense misclassification
- Duplicate or missing transactions
- Cash flow red flags
- Overhead structure
- Tax strategy opportunities