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Run this BEFORE you pay for a full QofE. It catches obvious issues fast and keeps deals from wasting time and money.

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Why this matters

A light, honest pre‑check saves weeks. You spot red flags early, normalize earnings correctly, and ask for the right docs up front.

How to use it (simple)

• Ask for the small doc pack below
• Do the checks line‑by‑line (30–60 minutes)
• Mark each item Green / Amber / Red
• If 2+ Reds → pause or add protections before moving on

Quick doc pack (request first)

1. Monthly P&L for last 24 months (and YTD by month)

2. Year‑end financials (last 2 years) and trial balance

3. Customer revenue by month (top 20 if long tail)

4. Vendor/COGS by month (top 20)

5. Payroll register (last 12 months)

6. Any one‑off or non‑recurring items (list)

1) Revenue

• Trend by month: any sharp drops/spikes without a clear reason?
• Cut‑off risk: big sales at period end, reversals next month?