Monthly Reporting

We consider the monthly maintenance of your books and records to be a serious matter, and as such, we require that you provide complete and accurate information to us by the 5th of each month. You will receive a Monthly Checklist from us with the prior month’s financial statements, listing the information you are required to send us. Please return the checklist along with all of your current monthly information. (See Appendix A-9 for a sample monthly checklist). Postage paid envelopes are provided for your convenience in the back of this book. When you need more, please request them from our office. We also ask that you respond to our requests for information in a timely manner. Late and poor reporting may result in additional fees.