Annual Financial Summary Fields
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✓ Always Remember
- • All numbers should be for a full 12-month period
- • Each expense should only appear once
- • Revenue is money IN, not money minus expenses
- • If unsure, check with your accountant
✗ Never Include
- • Loan principal or interest payments
- • Depreciation or amortization
- • Owner draws or personal expenses
- • Income taxes
- • One-time unusual expenses