The FinShare blog
Notes on getting good numbers from small businesses.
For people who request financials for a living: what to ask for, how to read it, and how to tell when a file is wrong.
Latest · Diligence
Financial due diligence request list: What to ask a seller for
The QuickBooks reports to put on a due diligence request list, report by report: P&L, balance sheet, GL, trial balance, agings, periods and basis.
October 28, 2026 · 8 min read
Reporting
How to get QuickBooks reports without asking for exports
Why exported QuickBooks reports go wrong (wrong basis, wrong dates, edited cells, cut-off GLs) and how to get clean reports straight from the books.
October 21, 2026 · 6 min read
For owners
Sharing QuickBooks with a buyer or lender: How to keep control
For business owners asked to share QuickBooks: the ways to share, what to ask first, how long access should last, and how to revoke it when you're done.
October 14, 2026 · 7 min read
Reporting
TTM explained: Trailing twelve months and how to roll it forward
What trailing twelve months means, a worked example ending September 30, how TTM differs from LTM, YTD and fiscal year, and how to roll it forward.
October 7, 2026 · 6 min read
Reporting
What 'tie out' means for financial reports, and checks to run
What it means for a financial report to tie out, and the checks that catch a bad file: assets = liabilities + equity, debits = credits, subtotals.
September 30, 2026 · 8 min read
Diligence
Accrual vs cash basis in QuickBooks: Why it matters when you ask
How QuickBooks Online switches between accrual and cash basis, what moves between them, which reports take a basis, and how to state it in a request.
September 23, 2026 · 6 min read
Diligence
Using the general ledger in a quality of earnings review
What the general ledger shows in a quality of earnings review, a practical Excel workflow, and why large QuickBooks GLs come back truncated or doubled.
September 16, 2026 · 6 min read
Lending
AR and AP aging reports: What buyers and lenders look for
How buyers and lenders read A/R and A/P aging reports: summary vs detail, the as-of date, tying to the balance sheet, concentration and borrowing base.
September 9, 2026 · 6 min read
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