Document Prep Deposit

Service Description

The Document Prep Deposit is the first step in securing accurate and timely financial reporting. By placing a deposit, you confirm your project start and ensure priority scheduling for the preparation of required financial documents. This service covers: Reserving time and resources to prepare your financial reports (such as P&L statements, T12 reports, and supporting schedules). Providing a customized checklist of the data and records needed to complete your project. Beginning work once all required documents are received, with guaranteed completion within the agreed timeline. The deposit is applied toward your total project cost and ensures that both parties are committed to the reporting process. In short: the Document Prep Deposit locks in your project, organizes the reporting process, and guarantees you’ll have clear, accurate financial documents delivered on schedule.