Professional preparation / 05

Accountant review draft

A reviewable note assembled from open items and missing records. It remains inside the ledger.

Draft note

Items for the Hale records review

Review by Jonah Hale Not sent

Please review the following unresolved records with the accountant. The notes below preserve what is still open and the next question attached to each item.

Open items

  1. 01

    14 Cedar St

    14 Cedar St is worth one current amount.

    Ask

    Which figure should the accountant use?

  2. 02

    88 Harbor Ave

    Harbor Ave LLC protects Jonah's home at 14 Cedar St from lawsuits over the rental.

    Ask

    What does the full operating agreement say the company is for?

Missing records

Mortgage statements

Not in the current review inventory.

Fictional Hale records Sources stay attached. Open items stay open.