Week 1 Day 3 Action Items

Day 3

• [ ] Check your records for any existing financial statements, even if they are basic.
• [ ] Note down any questions or uncertainties you have about financial statements.

Have financial statements?

Yes—> Review your financial statements and note down any questions you have about these documents. (In Week 2 we will learn more about financial statements.)

Questions about my current financial statements:

<aside> 👉 Type Questions Here

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No—>If you do not have any financial statements, then begin to gather any relevant documents needed to construct financial statements later.

Check Your Financial Records Getting Started List

• Step 1-Gather
  • Collect any documents related to your business, such as receipts, invoices, or bank statements.
• Step 2-Inventory
  • List the documents you currently have and categorize them by type (e.g., sales receipts, expense receipts).
• Step 3-Identify Gaps
  • Note any crucial financial documents you are missing.

Missing documents: