Free Denton figure check

Denton CPA alternative for a banker's figure.

Four taps. The month under that number comes first.

On the Square, the figure still has to match.

Question 1 of 4

What should we sort before the meeting?

Question 2 of 4

What is on the page you would hand over?

Question 3 of 4

When was the last month actually closed?

Question 4 of 4

When does someone else need the number?

A quick check

Does the loan file require a signed report?

An audit, a review, or a compilation is written so someone outside the company can rely on it: a covenant in a note, investors, a grant, or a board rule. One profit line for a Denton lender is almost never that document.

For a Denton figure, the CPA alternative is a Tax CFO.

Steven Palmieri is a Tax CFO, not a CPA firm. A Tax CFO closes the month to the bank first, so the profit and cash you hand a lender are the same numbers you can explain. The free call looks at that page and says whether the work fits.

YES! I want my Denton figure checked by a Tax CFO

How the figure check works

Sort the kind of helpAbout a minute. A signed report is a different job from a number you can defend.
Pick a video timeOpen the bank and the file if you have them. Nothing has to be mailed ahead.
Hear whether it travelsWhether the month is closed, what the page should contain, and whether a CPA firm has to sign anything.

We will not dress up an open month

If the last closed month is old, we say so with you. A modest true page beats a thick packet nobody can explain.

If the loan file really requires an audit or a review, this practice does not sign it. You will hear that before any scope is written.

Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.

Start the free check

Questions people ask first

Is the figure check free?

Yes. The call costs nothing and there is nothing to sign. Paid work, if any, is priced before it starts.

Will you invent a current month?

No. An open month stays open until it agrees with the bank. Age is ordinary. A costume month is not.

Are you a CPA firm?

No. Steven Palmieri is a Tax CFO. Audit, review, and attest reports stay with a licensed CPA firm.

What should be on the screen?

The bank and the bookkeeping file, if you can open them. A memory of what the lender asked is enough to begin.