Monthly Insights Package with P&L, Balance Sheet, Cash Flow statement, plus a 30-minute review call. Make confident decisions with clear, actionable financial data.
You can't manage what you can't measure. Our financial reporting service transforms your bookkeeping data into actionable insights that drive better business decisions.
Know exactly where your business stands financially—anytime.
Spot patterns, identify problems early, and capitalize on opportunities.
Data-driven forecasts and budgets to plan your growth.
Professional reports for banks, investors, and stakeholders.
Comprehensive financial reporting delivered by the 10th of each month
See exactly what you earned, what you spent, and your bottom line. Includes comparison to prior month and prior year.
A snapshot of everything your business owns and owes. Understand your true financial position at a glance.
Track exactly where your cash came from and where it went. Essential for managing liquidity and planning.
Customize your reporting package with these add-on reports
See who owes you money and how long it's been outstanding.
Track what you owe vendors and upcoming payment obligations.
Compare your actual performance against your budget with variance analysis.
Identify your most valuable customers and revenue concentration risks.
Analyze spending patterns and identify cost-saving opportunities.
See which projects and jobs are making (or losing) money.
Visual charts showing key metrics over the past year.
Track the specific metrics that matter most to your business.
Numbers alone don't tell the whole story. Every month, you'll meet with your dedicated bookkeeper for a 30-minute review call where we:
Explain what's driving your numbers and what they mean for your business.
Highlight anything unusual—both problems to address and opportunities to explore.
Get clarity on anything you don't understand or want to explore further.
Discuss upcoming financial events and help you prepare for what's next.
Choose standalone reporting or add to your bookkeeping package
Core reports for basic financial visibility.
Full reporting with analysis and review call.
Advanced reporting with custom KPIs and forecasting.
* Add financial reporting to any bookkeeping plan at a 20% discount.
Reporting requires accurate books. If we're not doing your bookkeeping, we'll need to review your data quality first.
Reports are delivered by the 10th of each month, covering the prior month's activity.
Yes! We offer weekly dashboards and mid-month reports for businesses that need faster visibility.
Absolutely. We can deliver reports to anyone you authorize, in the format they need.
Get the financial clarity you need to grow your business confidently.
