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Welcome back, Sarah Chen, CPA • January 2025

4Active Clients
5Pending Reviews
47Total Leases
186Total Assets

🔍 Pending Reviews

5 items
!
Midwest Manufacturing Co. New Lease: Warehouse Expansion

Finance lease classification requires verification. Initial recognition calculations ready.

Submitted Jan 25 by John Doe
M
TechStart Inc. Lease Modification: HQ Office Term Extension

2-year term extension. Remeasurement calculations complete.

Submitted Jan 24 by Lisa Park
M
Regional Healthcare Q4 2024 Disclosure Reports

Quarterly disclosure package ready for review.

Submitted Jan 22 by Mike Chen
L
GrowthPath Consulting New Asset: Office Furniture - Section 179

$24,500 furniture purchase. Section 179 election.

Submitted Jan 20 by Amy Wilson
L
Midwest Manufacturing Co. IBR Documentation Update for 2025

Updated incremental borrowing rate documentation.

Submitted Jan 18 by John Doe

🏢 Client Portfolio

MW
Midwest Manufacturing Co.Manufacturing • Chicago
● Active
12Leases
47Assets
$2.4MROU
98/100Last review: Jan 15
TS
TechStart Inc.Technology • San Francisco
● Review Needed
8Leases
32Assets
$856KROU
94/100Last review: Dec 20
RH
Regional HealthcareHealthcare • Columbus
● Review Needed
18Leases
84Assets
$4.2MROU
96/100Last review: Jan 10
GP
GrowthPath ConsultingConsulting • Austin
● Active
9Leases
23Assets
$412KROU
100/100Last review: Jan 12