Download Questionnaire

Secured Uploading

Company information

Discretionary Expenses

2019
2020
2021
2022

One-time Expenses

2019
2020
2021
2022

One-time Revenue

2019
2020
2021
2022

PPP Loan

2021
2022

Step 1

Complete Questionnaire Form.

Form max size: 150.0 MB

Step 2

Upload 2019, 2020, 2021 and YTD 2022 (through the last day of the previous month) Profit and Loss Statements and/or tax returns (tax returns are recommended but not necessary).

max size: 150.0 MB

Upload 2021 Year End and YTD 2022 (through the last day of the previous month) Balance Sheets.

max size: 150.0 MB

Step 3

Upload Accounts Receivable Listing.

max size: 150.0 MB

Upload any documents you feel are important.

max size: 150.0 MB