Prepared by Client List

The Financial Lab

Prepared By Client List

Please provide the following check marked items in copy form if possible. All original documents will be returned but copies remove risk of loss or damage to originals. All information provided to The Financial Lab is kept confidential. We passionately respect confidentiality and assure all information will be kept private.

Requested hard copy information:

 Profit and loss statements for the last three months, if available  Balance sheets for the last three months, if available  Bank statements for the last three months, if available  If you have credit cards and/or line of credit(s) please provide most recent statements (I am interested in balance owed, available credit, and interest rate), if available  Most recent A/R (accounts receivable) and A/P (accounts payable) aging summary, if available or applicable

The above documents should be a good starting point. Any other information can only help. The more you help The Financial Lab with understanding your current business position, the more we can help you.

In addition to a review of “hard” information, your responses from meetings involving a question/answer format will be used to perform a Needs Analysis. The Needs Analysis identifies areas of weakness or concern that have been identified directly by you and/or ones The Financial Lab discovers.

Please do not hesitate to ask any questions. Contact information is obtainable at our web site located at the bottom of this page.

The Financial Lab

www.thefinanciallab.com

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