Accounting & Advisory Services
We turn your Business bank statements into professional Financial Statements and offer a comprehensive Profit & Loss Analysis.
The smarter way to get tax-ready — once a year.
Give us your bank statements & we'll make a profit & loss.
Once a year, we’ll turn your business bank and credit card statements into a lender and tax-ready financial statement that reflects your true business performance — without the cost of monthly bookkeeping.
- Profit & Loss Statement
- Balance Sheet (Assets/Liabilities)
- Profit & Loss Analysis Report
Gather Records
You simply provide PDF copies of your business bank and credit card statements, and copy of previous year tax return. We’ll also ask you a few simple questions that will aid us in determining owner salaries, and out-of-pocket expenses that need to be included.
Categorize & Reconile
Next, we categorize each transaction (fuel, insurance, supplies, etc.). Then we reconcile your accounts to confirm that all balances match your bank and credit records, creating a clean, verifiable record of your entire year.
Prepare & Deliver
Once every transaction is accounted for, we prepare a professional Profit & Loss Statement and Balance Sheet (if applicable) — ready for tax filing, loan applications, or business analysis.