Embedded Files
Step-by-Step Instructions
1. Gather Your Documents
1. Gather Your Documents
To be included in the customized Financial Benchmark Report, we’re asking you to submit the following documents for 2023 and 2024:
What to Upload:
Income Statement (also called a Profit & Loss Statement)
Shows your firm’s revenue, expenses, and net profit
Balance Sheet
Gives a snapshot of your firm’s assets, liabilities, and equity
Cash Flow Statement
Details how cash moves in and out of your business — helps identify burn rate and runway
Don’t have all three?
No problem — submit what you have.
If you’re missing a Cash Flow Statement, or your books aren’t fully updated, just upload what’s ready. We’ll take it from there.
Tip: If you’re using QuickBooks, these can be exported in just a few clicks. Here’s a step-by-step guide.
2. Sign Up for SmartVault
2. Sign Up for SmartVault
You should have received an email from us SmartVault with a link to set up your account. Click the link to get started.
Activate your account by adding your information and setting a password.
After creating your account, proceed to signing in.
3. Upload your Documents
3. Upload your Documents
After logging in, you’ll be taken to your SmartVault folder where you can begin uploading.
Folders have been pre-created for each file type. Upload each file into its designated folder.
Page updated
Report abuse