They require a signed affidavit, which you can download here for the continuity loan and here for the employee retention grant program.
They want split out or broken down revenue statements for two consecutive months (Jan&Feb, or Feb&March) in 2020 Documentation of revenue following COVID-19 impact. Documents accepted include one or more of the following for the entire impacted period: point-of-sales reports, bank statements, quarterly sales tax filings, or CPA-certified profit & loss statements for two consecutive months in 2020
Split out or broken down revenue statements for same consecutive months (Jan&Feb, or Feb&March) as you did for 2019 Documents accepted one or more of the following for the same two months in 2019 (point-of-sales reports, sales reports (demonstrating fees collected or earned income), bank statements, quarterly sales tax filings, or CPA-certified profit & loss statements for two consecutive months in 2019. Businesses that were not in operation should upload their 2019 tax returns or Federal 990.
Annual revenue statements for 2019 Documents accepted include one or more of the following for total 2019 sales: point-of-sales reports, bank statements, quarterly sales tax filings, CPA-certified profit & loss statements, 2019 tax returns (all pages), or Federal 990.
Bank information To process the grant disbursement, we need a copy of a void check with business name routing number and account number.
Payroll records for each employee To calculate the grant amount, we need 2separated months (Jan & Feb, or Feb & March 2020)payroll records or canceled checks to each employee. If employer paid self in some manner documentation of such for two months just like an employee.
Proof of NYC location Only required if business location is not documented in any of the other supporting documents. Documents accepted include: signed federal tax form 1120 or signed copy of lease agreement, or 3 months of operational bills
Jeff Coyle, CPA, Partner of Rosenberg Chesnov, has been with the firm since 2015. He joined the firm after 20 years of business and accounting experience where he learned the value of accurate reporting, using financial information as a basis for good business decisions and the importance of accounting for management.
He is a diligent financial professional, able to manage the details and turn them into relevant business leading information. He has a strong financial background in construction, technology, consulting services and risk management. He also knows what it takes to create organizations having built teams, grown companies and designed processes for financial analysis and reporting.
His business experience includes:
Creating and preparing financial reporting, budgeting and forecasting. Planning and preparation of GAAP and other basis financial statements. Providing insight on financial results and providing advice based on those results.
Jeff also has a long history of helping individuals manage their taxes and plan their finances including:
Income tax planning and strategy. Filing quarterly and annual taxes. Audit support. General financial and planning advice. Prior to joining the firm in 2015, Jeff was in the private sector where he held senior financial and management positions including Controller and Chief Financial Officer. He has experience across industries, including construction, technology and professional services which gives him a deep understanding of business.
Jeff graduated from Montclair State University, he is a CPA and member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and New Jersey State Society of Public Accountants.
Jody H. Chesnov, CPA
Jody H. Chesnov, CPA, Managing Partner of Rosenberg Chesnov, has been with the firm since 2004. After a career of public accounting and general management, Jody knows the value of good financials. Clarity, decision making, and strategy all start with the facts – Jody has been revealing the facts and turning them into good business results for more than three decades.
He takes a pragmatic approach to accounting, finance and business. His work has supported many companies on their path to growth, including helping them find investors, manage scaling and overcome hurdles. His experience and passion for business reach beyond accounting and he helps businesses focus on what the numbers mean organizationally, operationally and financially.
He has a particular expertise in early-stage growth companies. His strengths lie in cutting through the noise to come up with useful, out of the box, solutions that support clients in building their businesses and realizing their larger visions.
Prior to joining the firm in 2004, Jody was in the private sector where he held senior financial and management positions including General Manager, Chief Financial Officer and Controller. He has experience across industries, which gives him a deep understanding of business.
Jody graduated with a BBA in Accounting from Baruch College, he is a CPA and member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.
In addition to delivering above and beyond accounting results, Jody is a member of the NYSCPA’s Emerging Tech Entrepreneurial Committee (ETEC), Private Equity and Venture Capital Committee and Family Office Committee.
He is an angel investor through the Westchester Angels, and has served as an advisor for many startup companies and as a mentor through the Founders Institute.
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