Services › Monthly Financial Statements
Bookkeeping is only useful if you can see what it's telling you. Each month we send a clear Profit & Loss and Balance Sheet built from reconciled books, so you know what you earned, what you spent and how much cash you really have.
We add the comparisons that matter, like this month against last month and this year against last year, and we'll walk you through them on a quick call whenever you want.
What's included
- Monthly Profit & Loss (income statement)
- Monthly Balance Sheet
- Month-over-month and year-over-year comparisons
- Notes on anything unusual we noticed
- A review call when you want to talk through your numbers
- Lender- and investor-ready reports on request
How it works
- Reconciled books. Statements are built only after every account is reconciled, so the numbers are right.
- Delivered monthly. You get your reports shortly after month-end.
- Walkthrough. We explain what changed and why, in plain language.
- Decisions. Use the numbers to price jobs, plan hires and set aside cash for taxes.
Who it's for
Owners who want to understand their numbers, not just file them, and anyone applying for a loan, line of credit or lease. Financial statements are included with monthly bookkeeping. Learn how to read them in our financial statements guide.
More than a bookkeeper
We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.
Frequently asked questions
What's the difference between a P&L and a Balance Sheet?
The P&L shows income and expenses over a period. The Balance Sheet shows what the business owns and owes on a specific date.
Are statements included with bookkeeping?
Yes, every monthly bookkeeping plan includes them.
Can you prepare statements for a bank?
Yes. We'll produce clean reports for the period your lender asks for.
Related services
We serve small businesses across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.
What Our Clients Say
★★★★★ 5.0 on Google
Get your books in order
Plans start at $250 per month, and most clients pay around $500. Book a free call and we'll look at where your books stand today and give you an exact quote.