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NAVARRO DEMO CASE

The Navarro Divorce

Property sale, support questions, and professional handoffs

Signed in asMonica IbarraCPA
8Timeline events
6Recent messages
2Open tasks
3File access
COMMUNICATION

Recent messages

Read only
Sofia

I approved the roof credit, but I want the final closing statement reviewed before proceeds are released.

Adrian

The restaurant equipment loan is included in the updated debt schedule.

Lucia

Please send college planning messages to me, but leave me out of house-sale discussions.

Ryan Calder

The buyer accepted the revised repair credit. I uploaded the signed addendum.

Monica Ibarra

My analysis covers business cash flow only and does not include private family communications.

Dahlia Kim

The next review should separate sale proceeds from the disputed support reserve.

CASE HISTORY

Timeline

Case filed

Sofia filed and requested temporary support and financial disclosures.

Home sale protocol entered

The parties agreed to list the residence and share approved repair expenses.

Agent access granted

Ryan Calder received listing documents and property tasks only.

Business records produced

Navarro Table provided operating statements, debt records, and equipment schedules.

Support review held

Updated income information was ordered before a final support calculation.

Home offer accepted

The parties accepted an offer subject to inspection and repair credits.

CPA analysis delivered

Monica issued a cash-flow analysis without access to family conversations.

Closing and settlement tasks aligned

Sale proceeds, business valuation, and support issues were prepared for settlement.

NEXT ACTIONS

Professional work

  • ○Review restaurant debt scheduleSuggested · not completed
  • ○Update support worksheetSuggested · not completed
CASE FILES

Documents available to this role

  • PDFNavarro Table financial statementsFictional source document
  • PDFCPA cash-flow analysisFictional source document
  • PDFSupport worksheetFictional source document
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Professional assistant

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