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5 Steps to Prepare your Organization for a Financial Audit

E78 Partners

Implement Robust Documentation Procedures Maintaining organized records is paramount for any organization, necessitating a systematic approach to filing and ensuring easy access to crucial documents like financial statements, general ledgers, bank statements, and invoices.

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5 Accounting Challenges Startups Face and How to Help Them Thrive

The CFO College

This data includes a capital plan, proper entity structure, pre-revenue valuation, and raise structure (convertible note or direct equity). Chart of Accounts (COA) that shows an index of all financial accounts in a general ledger so you can easily show a breakdown of all transactions during a specific period.