Custom Bookkeeping Reports

Clarity for every small-business decision.

What We Offer

📊 Standard Reports (Included for All Clients)

  • Profit & Loss (P&L)

  • Balance Sheet

  • Cash Flow Statements

These give you the basics of your financial health.

📈 Custom Reports (Tailored to Your Business)

Some examples of what we can create:

  • Revenue by Service or Product Line – See which services bring in the most profit.

  • Monthly or Quarterly Trends – Spot seasonal highs and lows to plan ahead.

  • Expense Category Tracking – Understand where your money is going at a glance.

  • Client Payment Reports – Track who pays on time and who needs follow-up.

  • Job or Project Profitability – See which projects are worth your time and effort.

  • Cash vs. Accrual Comparisons – For businesses that need both views.

If there’s a metric you want to see, we can build a report around it.

How It Works

  1. Consultation – We talk through your business model and what you want to measure.

  2. Setup – We design the reports in QuickBooks (or Excel if needed).

  3. Delivery – Reports are sent on your schedule — monthly, quarterly, or on demand.

  4. Review – We walk through the results together so you understand what the numbers mean.