This is a PDF Template
 
Stop chasing client numbers. Get clean financials the first time.
This Client Profit/Loss Statement is a tax-prep-ready intake tool designed to help business owners submit accurate, usable financials to their tax preparer, without “other” or “miscellaneous” expense guesswork.
 
WHAT YOU GET
Editable Google Doc P&L Template
Tax-year structured format
No “miscellaneous” expense categories
Dedicated lines for business-specific expenses
Clear client instructions
Client certification section
 
WHO IT’S FOR
Business owners
Real estate agents & investors
Service-based entrepreneurs
Tax professionals needing cleaner client intake
 
This is a digital product. Upon purchase you will receive your receipt and Order Summary. The Order Summary will have the link to download the class recording. Once you click the link the recording will automatically be downloaded to your device.
 
By purchasing this product you understand that the digital link sent to you on your order summary is only available for 30 days from the date of purchase. Due to the nature of this purchase no refunds will be issued. The intellectual property requested is automatically transmitted to you via email upon purchase. LINKS WILL NOT BE RESENT IF YOU DO NOT DOWNLOAD THE DIGITAL PRODUCT WITHIN THE ALLOTTED TIMEFRAME, IF THE DOWNLOAD IS LOST, OR IF IT IS NOT PROPERLY STORED!