1. How many businesses do you own? Please indicate name and industry (e.g. Medical, Real Estate etc.)
3. What method will you use to send in (3) months of Statements from each account?
|a. If you had your books previously prepared by an accountant, please submit your most current Balance Sheet
|b. If you are a mid-year transition, please include
□ (3) Months of Bank, Credit Card and Loan Statements to date
□ Profit & Loss Statement to date
□ Monthly Check Register, Transaction Listing or Description for each transaction on Bank
and Credit Card Statement (indicate what was purchased, if a transaction is personal and
|c. If you used your personal accounts for any business related transaction, please provide a list - by month - showing what was purchased and how much paid.
|d. If your business has fixed assets please list below e.g. Trucks, Major Equipment, Office Furniture, Computers, Printers, etc. (Please add a sheet if necessary)
|e. Do you have a loan schedule showing the payment breakdown of P & I? Please submit copy.