Bookkeeper, controller, and chart of accounts setup
Set up finance roles, account structure, reporting categories, bank feeds, approvals, and monthly visibility after the close.
Video 18 min
Add a YouTube, Vimeo, or hosted video URL in Sanity.
Key takeaways
Use the lesson as a screening framework, not a final decision.
Translate claims into evidence requests before committing time or money.
Bring qualified legal, tax, lending, and diligence advisors into real transactions.
Set up finance roles, account structure, reporting categories, bank feeds, approvals, and monthly visibility after the close.
This lesson is educational only. SMB Market Deals is not a lender, broker, law firm, CPA firm, valuation firm, or investment advisor. Use qualified professionals before making legal, tax, lending, valuation, or acquisition decisions.