Instructions
In order to get you a quote, we need to understand the financial performance of your portfolio.
Please send over a profit and loss statement that meets the following criteria:
If you use an accounting software, use these short video walkthroughs:
If you don’t use accounting software, we highly recommend you set one up. But in the meantime, you can use our Google Sheets P&L template.
We will verify all financial data we see in the profit and loss. In order to receive the most accurate quote possible, please ensure you are providing actual data, and not a budget.
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