P&L, balance sheet, and basic MIS packs delivered monthly with bookkeeping. Client-ready formatting.
What's Included
Month and year-to-date with prior period comparison.
As at month-end, reviewed for anomalies.
Financials packaged for client presentation.
Alongside bookkeeping on same schedule.
Branded for client distribution.
Add custom sections as needed.
Pricing
Monthly reports are included with your bookkeeping tier. No additional cost.
Same pricing as monthly bookkeeping:
Simple
$150–$250
Medium
$250–$400
Complex
$400–$500+
The Process
Agree on report structure and customizations.
First month delivered. Your feedback.
Once approved, standard going forward.
Reports with bookkeeping. On schedule.