Do you need access to my brokerage or investment accounts?

We don't need your brokerage statements. Not only is keeping track of realized and unrealized gains and losses from an investment account very time consuming, it's likely these accounts should not be kept on your business books anyhow. Check with your CPA, as they will likely recommend not keeping them on the business balance sheet. If you still want them a part of the business financials, simply provide your accountant with your brokerage statements at tax time, and they will make the appropriate tax adjustments.

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