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Exercise: Identify whether each document is a primary source of accounting data (assets, liabilities, equity, revenues, expenses) Yes No Transaction Legally form the company Open bank accounts Bring in cquity capital (non-public) Significant Document(s) Corporate charter/Articles of incorporation Company bylaws Operating agreement Business plan Banking agreement Pitch deck SAFE (Simple agreement for future equity) Shareholder agreements Stock certificates Employment contracts Non-disclosure agreements Hire management team Debt contract Obtain debt capital - Bank Ohtain legal approval to provide services Create a website Business licenses/permits Website terms of use Online privacy policy Kent orlice space Start supplier relationships Purchase goods from supplier Obtain goods from supplier Billed by the supplier for goods received Begin seeking business Lease agreement Applications for trade credit Contracts with chosen suppliers Purchase order Packing slip Bill of lading Invoice Marketing brochure Sales presentation Reply to Request for proposal Applications for trade credit Purchase contract with customers Purchase order Start customer relationships (B2B) Customer places order for services Page 1 of 2 Yes No Transaction Provide services to customer Bill the customer for services provided Obtain equity capital (public; IPO) Obtain debt capital - Public bonds Declare a dividend Significant Document(s) Completion confirmation Invoice Prospectus (Form S-1) Term sheet Shareholder agreements Stock certificates Underwriter agreement Listing agreement Bond indenture Underwriter agreement Dividend policy/schedule Dividend declaration Public notice of Board meeting Meeting minutes Management discussion and analysis (MD&A) Independent auditor's report IRS Form 1120 Contract with valuation firm Due diligence report Offer letter Purchase agreement Debt contract Board of director's meeting Report annual financial information Pay federal income tax Acquire another business

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