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Bookkeeping Services

Financial Statement Preparation

A P&L and balance sheet you can hand to anyone.

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

A profit and loss statement built on uncategorized data tells you nothing. Worse, it tells you something confidently wrong, and people make decisions on it.

At a glance

Prepared from your records

Monthly statements built from the books we maintain, not from estimates.

Comparative and year-to-date

Period-over-period views so a trend is visible before it becomes a problem.

Built to be handed over

Structured for a lender, a buyer, or your CPA to read without a translation layer.

Stable month to month

Same structure every period, so the numbers stay comparable.

What we handle

  • Prepare a monthly profit and loss statement and balance sheet from your records
  • Produce comparative and year-to-date views so trends are visible
  • Prepare statement of cash flows where the engagement calls for it
  • Structure the statements so a lender, a broker, or your CPA can read them without a translation layer

Problems this fixes

  • Reports nobody can interpret because the account structure is noise
  • Statements that change every time someone re-runs them
  • A balance sheet with accounts that have not been reconciled in a year

What you end up with

Statements prepared from your records that hold up when someone else reads them.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

View pricing

How It Works

1

Free review

We look at where your books actually stand — no obligation, no charge.

2

Scope and quote

You get a fixed price or a package recommendation before any work starts.

3

We do the work

Inside your accounting file, so you can see everything as it happens.

4

Ongoing close

Books stay current month to month, ready for your CPA at tax time.

Financial Statement Preparation — Frequently Asked Questions

Are these audited financial statements?

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No. We prepare financial statements from the records you provide as a bookkeeping function. We do not perform audit, review, or attest engagements — those are reserved for licensed CPA firms, and we will tell you when you need one.

Who is responsible for accuracy?

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We prepare from what you give us. You remain responsible for the completeness and accuracy of the underlying records, which is why we flag gaps rather than fill them silently.

What is included in financial statement preparation?

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Prepare a monthly profit and loss statement and balance sheet from your records; Produce comparative and year-to-date views so trends are visible; Prepare statement of cash flows where the engagement calls for it; Structure the statements so a lender, a broker, or your CPA can read them without a translation layer. Statements prepared from your records that hold up when someone else reads them.

What problems does financial statement preparation solve?

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Most often: reports nobody can interpret because the account structure is noise; statements that change every time someone re-runs them; a balance sheet with accounts that have not been reconciled in a year. A profit and loss statement built on uncategorized data tells you nothing. Worse, it tells you something confidently wrong, and people make decisions on it.

How much does financial statement preparation cost?

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Monthly packages start at $200 and scale with transaction volume and complexity; project work such as cleanup is quoted at a fixed price after a short no-obligation review. You know the number before any work begins — see the pricing page for current tiers, or book a free consultation for a recommendation based on your actual books.

Related

Talk through financial statement preparation

The consultation is free, and you will leave it knowing what the work involves and what it costs.

  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

The fastest way is to call. If you prefer, you can book online below.

(310) 800-4494
or

Book Online

Share your details and preferred availability.