Do I need monthly bookkeeping to get financial reporting?

Reports are only as good as the books behind them, so most clients have both. If someone else keeps your books, talk to us and we’ll see what fits.

Which reports do I get?

Profit and loss, balance sheet and cash flow every month, with variance notes, a KPI dashboard and, for startups, burn and runway.

Can you prepare reports for investors or lenders?

Yes. We prepare a consistent monthly pack you can share. We don’t provide audited or reviewed statements, which require a licensed US CPA firm.

How much does it cost?

Our rate is $30 an hour. You get a written estimate after the free call.

Monthly financial reporting that explains what changed.

Each month you get your core financial statements, the numbers that matter for your business, and a short walkthrough of what moved and why.

Book a free 30-minute call What’s included

Usually paired with monthly bookkeeping. $30 an hour, with a written estimate after a free call.

What you get every month

Reports are only useful if someone explains them. Every pack comes with notes and a review call.

No.What owners deal withWhat you get

01 You get numbers, not answers. Software reports show totals but don’t say what changed. Profit and loss, balance sheet and cash flow, with month-over-month variance notes.

02 You can’t see the trend. One month on its own hides what is really happening. A KPI dashboard with the measures that matter for your industry.

03 Cash surprises you. Profit and cash move differently, and the gap catches owners out. Burn and runway for startups, and cash flow you can plan around.

04 The budget sits in a drawer. Nobody checks results against the plan. Budget vs. actual tracking, so you see where you’re ahead or behind.

05 Investors and lenders ask questions. Board members, banks and partners want consistent reporting. A consistent monthly pack and a review call before you send it on.

How it works

Free 30-minute callTell us who reads your numbers: you, investors, lenders or partners.
Agree the packWe agree which statements and KPIs you get, and when each month.
Close and reportOnce the books are closed, we prepare the statements, variance notes and dashboard.
Review callWe walk you through what changed, so you can act on it.

Who does what

We handle

Profit and loss, balance sheet and cash flow
Month-over-month variance notes
KPI dashboard for your industry
Burn and runway for startups
Budget vs. actual tracking and a monthly review call

You or your advisers handle

Decisions based on the numbers
Tax and legal advice, through your CPA or lawyer
Audited statements, which need a licensed US CPA firm

Straight answers

Do I need monthly bookkeeping to get financial reporting?: Reports are only as good as the books behind them, so most clients have both. If someone else keeps your books, talk to us and we’ll see what fits.
Which reports do I get?: Profit and loss, balance sheet and cash flow every month, with variance notes, a KPI dashboard and, for startups, burn and runway.
Can you prepare reports for investors or lenders?: Yes. We prepare a consistent monthly pack you can share. We don’t provide audited or reviewed statements, which require a licensed US CPA firm.
How much does it cost?: Our rate is $30 an hour. You get a written estimate after the free call.

Tell us where your books are at.

Which software you use, how far behind you are, what’s bugging you. The first call is 30 minutes, free, and you’ll leave knowing what we’d fix first.

Book a free 30-minute call