Every deposit into your account over the last six months, checked against your agreement's definition of revenue. This isn't an estimate — it's the same documentation basis we'd hand to Halyard Capital Group if you move forward with Full Advocacy, so we built it to hold up to their read, not just yours. This is a sample built from an illustrative example — your real report will use your own agreement and bank activity.
Your agreement counts revenue as receipts from the operation of your business — not every dollar that touches your account. Each exclusion below is a deposit we found and removed, with the specific reason it doesn't count, so nothing here is a judgment call you have to take on faith.
Card settlements, cash, and ACH receipts tied to actual sales — the deposits your baseline is measured against.
Send the demand yourself with our template, or have our affiliated attorney send and negotiate it for you. Either way, this report is the basis.