Numbers only help if you can actually use them. My Financial Reporting service turns your bookkeeping data into clear, practical reports so you can make confident decisions all year long. I focus on financial reporting for small business owners and remote clients who want a simple, honest picture of how their business is really doing.

Each month, I prepare Monthly Financial Statements that include your Profit and Loss, Balance Sheet, and supporting details. This monthly financial review shows what came in, what went out, and what is left, in straightforward language.

Profit and Loss Reporting breaks down your revenue and expenses so you can see which products, jobs, or services are pulling their weight. Balance Sheet Preparation summarizes your assets, liabilities, and equity - what you own, what you owe, and what the business is worth on paper.

I also provide Cash Flow Analysis to track how cash moves through your business, helping you plan for slow seasons, big purchases, or upcoming tax payments. If you need something more specific, I create Custom Financial Reports tailored to your goals - by job, location, service line, or whatever matters most to you.

The result is a set of business financial health reports that you can actually read and act on. I walk you through the highlights, answer your questions in plain English, and help you connect the dots between your numbers and your next steps.