BPC, For those of us that are business owners, one of the most important roles and systems that are critical to our businesses growth is having a Fractional CFO, tax adviser/preparer and a solid accounting system. To get this far into the process required my company to submit the following: 2 years tax returns, 2 years P&L's/balance sheets, proof of ownership and the percentage of ownership. If not I would not have qualified to compete. As I've learned... I must stay ready so I do not have to get ready! Will keep you updated.