Financial Reporting & Deliverables
While managing the relationship with your bookkeeping client, they also receive a deliverable that has accurate data so they can make quick decisions and allows your firm to complete a tax return in a timely fashion without all the back and forth from the client. We not only provide a customized dashboard system for your firm to present the data, but you will also receive financial reports to deliver to your client.
Profit & Loss Statement: This indicates the revenue a business earned over a certain period of time and shows a business's profitability. It includes a net income equal to the revenues and gains minus the expenses and losses.
Balance Sheet: This displays a business's financial status at the end of a certain time period. It offers an overview of a business's liabilities, assets, and shareholder equity.
Cash Flow Statement: Details a business's cash flows during certain time periods and indicates if a business made or lost cash during that period of time.
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