Financial Statement Review Bonus Feature
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Financial Statement Review Bonus Feature

Speaker submitted their financial statements to Tiffany for review. Tiffany promised to review the statements and sent a 45-minute video covering a full year of data for both clients. The speaker was impressed and sent a grateful email. Tiffany offers this review service for every client, and although the speaker was initially hesitant, they found it helpful in understanding their clients' balance sheets. The process involves filling out a Google form and giving Tiffany access to the QBO file. Tiffany reviews the balance sheet and profit and loss sheet, and the speaker provided additional information and requested clarification in the Google form. The speaker did not expect Tiffany to spend so much time on the review.

Aug 15, 2022