Financial reporting
Reports you’ll actually read — and understand.
Clear monthly financial statements with a plain-English summary of what changed, what matters and what to keep an eye on.
We don’t prepare taxes — we hand your CPA clean, tax-ready books.
Is this you?
Reports only help if you can use them. If yours go straight to a folder, they’re not doing their job.
- You get reports but aren’t sure what they’re telling you
- You only look at the numbers at tax time
- Your bank or partners want regular financial statements
- You can’t easily compare this month to last month or last year
What’s included
The core reports, delivered every month
Profit & loss
Revenue, costs and profit for the month and year to date.
Balance sheet
What your business owns, owes and is worth at month end.
Cash flow statement
Where cash came from and where it went — not just profit.
Period comparisons
This month vs. last month and vs. the same month last year.
Plain-English summary
A short note on what changed and what deserves attention.
Custom reports
Job, location or class reports set up for how your business runs.
How it works
1
Free consult
A 30-minute call to understand your business, your books and what you need.
2
Clear proposal
A simple written scope and price — no surprise fees.
3
Ongoing support
Your books stay current and you get reports you can actually use.
Common questions
When will I get my reports?
Once your books are current, monthly reports are typically delivered within the first few weeks of the following month.
Can you walk me through them?
Yes. A quick review call is available with any reporting package, and it’s built into part-time CFO engagements.
Are these the same reports my CPA needs?
They’re the foundation your CPA works from. At year end I’ll provide the reports and supporting detail they ask for.
Free consultation
Start getting reports that make sense.
Tell me what you’re getting today and what you wish you knew. I’ll get back to you within one business day.