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
Consultation – We talk through your business model and what you want to measure.
Setup – We design the reports in QuickBooks (or Excel if needed).
Delivery – Reports are sent on your schedule — monthly, quarterly, or on demand.
Review – We walk through the results together so you understand what the numbers mean.
