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Caught up through September

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Year-end waits on the equipment loan statement

Hi Dana. I keep Peachy Treats' books up to date and bring you your accountant's questions. Ask me anything about the business, or drop a receipt or statement here.

Your accountant asked · Nov 7, 9:05 AM

Was the Oak & Iron Outdoor order for the bakery?

Listed as outdoor cafe furniture and delivered to the bakery, but furniture can be personal.

You answered “Business” · filed to Equipment

Your accountant asked · Nov 7, 9:05 AM

Was the Lakeshore Advisors payment for the bakery?

First payment to a new vendor, paid during tax season. Could be tax prep for the business or personal.

You answered “Business” · filed to Other Business Expense

Your accountant asked · Nov 7, 9:05 AM

Could you share the 2026 statement for the equipment loan? It's the last piece of the balance sheet.

Without it the loan balance and interest stay out of the books, and the year-end package says so.

or drop it anywhere in this chat· reminder Nov 10

Private to you unless you share it · Nothing posts until it's approved.