• Back-End Clarity Audit – Financial Snapshot Intake

    This is a structured financial review of your last 2–3 months of business activity.Please complete this form fully and upload requested documents.Once submitted, your audit will be delivered within 24-72 business hours.

  • Business Snapshot

  • DOCUMENT UPLOAD

    Upload your last 2–3 months of: • Business bank statements (Required)• P&L statement (If available)• Credit card statements (If applicable)
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  • EXPECTATION & AGREEMENT

  • ☐ I understand this audit is a financial review and not full bookkeeping services.

    ☐ I confirm the documents submitted are accurate and complete.

    ☐ I understand turnaround time is 2–3 business days ( 24-72hrs ).

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  • 💳 Secure Your Back-End Clarity Audit

  • To begin your ( Backend Clarity Audit ) Pre-Engagement Financial Assessment, both steps below must be completed:

    ✔ Step 1: Complete the Financial Intake Form
    ✔ Step 2: Submit Audit Payment

    Your audit will not enter review until both intake and payment are successfully received.

    Once payment is confirmed, your financial snapshot will be delivered within 2–3 business days.


    ⚠️ Important Notice
    If an intake form is submitted without a matching payment confirmation, your request will be placed on hold.

    If a payment is received without a completed intake form, your service will also remain on hold.

    In either case, you will be contacted to complete the missing step before your audit can move forward.


    🔒 Service Confirmation Policy
    Intake submission and payment must both be completed to activate your audit.

    Incomplete submissions will not be processed.

     

    Submit Audit Payment

    SECURE YOUR FINANCIAL SNAPSHOT HERE!!

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