See the Complete Picture of Your Financial Health

When you need financial statements prepared, we begin by discussing what you need them for and what period they should cover. This helps us understand what level of detail is appropriate and whether any special considerations apply. If you need quarterly statements for ongoing monitoring, we approach them differently than year-end statements for tax purposes or loan applications.

We then gather your financial records for the relevant period. This typically means accessing your general ledger, though we can work with other formats if that's what you have available. We review the information to ensure it's complete and properly organized before beginning the preparation process.

As we prepare your statements, we verify the accuracy of the underlying data and investigate anything that seems inconsistent. If we have questions, we reach out for clarification rather than making assumptions. Once the statements are complete, we deliver them along with any supporting documentation and make ourselves available to discuss what they show and answer questions you may have.

Our preparation methodology follows established accounting principles and includes multiple verification steps. We review the underlying data for completeness and accuracy before beginning. We ensure transactions are properly classified and accounts are correctly balanced. We verify that all three statements tie together properly—the numbers from one statement connecting logically to the others.

You'll see the results in statements that make sense when you review them. The income statement clearly shows revenue and expense categories. The balance sheet accurately displays what you own and what you owe. The cash flow statement explains how your cash position changed during the period. Everything is organized, labeled clearly, and presented in a format that supports understanding.

The timeline depends on the complexity of your financial activity and the period being covered, but typically you can expect to receive completed statements within two to three weeks after we have all the necessary information. For recurring quarterly or annual statements, we can often work more efficiently once we're familiar with your chart of accounts and typical transactions.

Getting started is straightforward. First, we have a conversation about your statement needs. You'll tell us what period you need statements for, what you'll be using them for, and any special requirements that apply. We'll explain how we'd approach preparing your specific statements and answer questions about the process.

If it makes sense to proceed, we'll gather the necessary financial records from you. This typically means accessing your general ledger, though we can work with other formats depending on what you have available. We'll review the information to ensure we have everything needed and identify any issues that should be addressed before we begin preparation.

Then we prepare your statements carefully and thoroughly. You receive the completed statement set along with any supporting documentation. We're available to discuss what the statements show, explain anything that needs clarification, and answer questions about interpreting the results.