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Comprehensive Personal Financial Statement Analysis

Your lenders will appreciate the powerful Personal Financial Statement (PFS) module that allows them to analyze up to four years of historical PFS and one year of projected PFS side-by-side.

 

With the PFS module in Bukers Taxanalysis you can track up to eleven asset groups, four of which are liquid and seven non-liquid, and eight liability groups.  These asset and liability groups have multiple subcategories for each year’s PFS and unlimited items can be entered into each subcategory.

 

After entering all assets and liabilities for each year’s PFS, this module summarizes certain key balance sheet information on a recap schedule. Included are Inside and Outside Net Worth, Off-balance-sheet Commitments and Contingencies and Key Balance Sheet Information.

 

Input and track the off-balance-sheet commitments and contingencies that can “blindside” lenders.  List an unlimited number of Direct Personal Guarantees Outstanding and Indirect/Joint & Several Contingent Liabilities.

 

Inside and Outside Net Worth are computed automatically.  Unlimited user adjustments are available for both assets and liabilities.

 

Key Balance Sheet Information summarizes your input and adjustments with the following:

 

  • Total Liquid Assets
  • Total Unsecured Notes Payable
  • Total Liabilities
  • Inside Net Worth
  • Adjusted Assets
  • Adjusted Liabilities