Missing document checklist

Choose the engagement type and tick what your client has sent. You'll get a prioritized list of documents still to request. It's a starting point; your own judgment decides what the engagement needs.

Engagement type

Documents received

Federal tax returns (3–5 years)Profit and loss statementsBalance sheetsInterim (year-to-date) financialsGeneral ledger / trial balanceAccounts receivable agingAccounts payable agingFixed asset / depreciation scheduleDebt schedule and loan agreementsCap tableArticles / operating agreementBuy-sell agreementPayroll and officer compensationCustomer concentration listLeasesBudgets / projections

Anything else received (optional)

Work email

Firm (optional)

We use your email to follow up about Valuationz. Don't include client names or confidential details.

Automating financial document intake for professional business valuators.

Patent Pending — USPTO App. No. 64/002,179