What To Prepare Before Uploading Financial Statements

Uploading clean source documents is the fastest path to an accurate Financial Clarity Review.

Quick Checklist

• Export your latest Profit & Loss and Balance Sheet reports in PDF format.
• Include AR and AP aging reports when available.
• Make sure statements cover complete periods (no partial month cutoffs).
• Flag unusual one-time events (owner draws, large write-offs, non-recurring revenue).

Why This Matters

When source documents are complete and consistent, scoring and recommendations are more useful and turnaround is faster.