About this service
Banks and partners ask for financial statements, and good ones help you run the business. We prepare them from your books, reviewed for accuracy, in a format your lender can use.
What's included
- Income statement (profit and loss)
- Balance sheet
- Statement of cash flows
- Monthly, quarterly or yearly
- Explanations of what the numbers show
How it works
Talk it through
Book a time to tell us about your business and what you need.
We get set up
You share access to your accounts and records; we set up what is missing.
Work done on schedule
Each month or quarter we do the work and send you clear reports.
Ready at tax time
Your books are in order when your return is due.
Who it's for
- Businesses applying for a loan or line of credit
- Owners who want to understand profit and cash
- Nonprofits and grant applicants
