What This Includes
When you work with us for monthly bookkeeping or QuickBooks setup, this is included. Here's what that means:
Monthly Profit & Loss (P&L) statement
Monthly Balance Sheet
Accurate financial data based on reconciled accounts
Clear presentation of revenue, expenses, and profitability
Assets, liabilities, and equity tracking
Comparison to previous periods when applicable
Professional formatting ready for stakeholders
How It Works
We complete your monthly bookkeeping and reconciliations
We generate your Profit & Loss and Balance Sheet statements
We review the statements for accuracy and completeness
You receive your financial statements with any insights or questions
Included in Our Services
Monthly financial statements are included in our monthly bookkeeping service. You'll receive accurate P&L and Balance Sheet reports every month, giving you the financial clarity you need to run your business effectively.
Frequently Asked Questions
Is this a standalone service?
No, monthly financial statements are included in our monthly bookkeeping service. We prepare your P&L and Balance Sheet as part of keeping your books current and accurate.
What's included in the monthly financial statements?
You'll receive a Profit & Loss statement showing your revenue, expenses, and net income, plus a Balance Sheet showing your assets, liabilities, and equity. Both are based on your reconciled accounts.
When will I receive my monthly statements?
Typically within 5-7 business days after month-end, once we've completed your monthly bookkeeping and reconciliations. We'll send them along with any insights or questions.
Can you customize the reports?
Yes, we can customize financial statements to highlight specific accounts or metrics that matter most to your business. We'll work with you to ensure the reports give you the insights you need.
What if I need reports more frequently?
While monthly statements are standard, we can provide financial reports on a more frequent basis if needed. We want you to have the information you need to make decisions.