Professional Service Package
Month-End Reporting — Basic
Prepared by Accounting Agency
Transparent scope and pricing. No hidden line items.
Scope & deliverables
Clear Monthly Financial Reports for Your Business
Understand how your business performed each month with clear, professionally prepared financial reports.
Our Month-End Reporting — Basic plan is ideal for small businesses that already have their bookkeeping records up to date and need reliable monthly financial statements for better visibility and decision-making.
What You Get Each Month:
- Month-end review of your available bookkeeping records
- Reporting for 1 business entity
- Coverage of up to 3 bank or credit card accounts
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Current-month and previous-month comparison
- Revenue and expense summary
- Review of unusual balances or obvious reporting inconsistencies
- PDF copies of completed financial reports
- Reports generated from QuickBooks Online or Xero
- Short month-end financial summary
- 1 revision round within the original reporting scope
Ideal For:
- Small businesses
- Freelancers and consultants
- Agencies
- Service businesses
- Business owners who want simple monthly financial visibility
Supported Software:
QuickBooks Online or Xero.
Estimated Turnaround:
Approximately 2–4 business days after the month's bookkeeping records are complete and all required information has been supplied.
Important:
This service is for financial reporting from bookkeeping records that are already substantially complete and up to date. Bookkeeping cleanup, transaction entry, tax preparation, tax filing, audit services and extensive corrections are not included.
What happens next
After checkout, we confirm the engagement details, required access and delivery sequence. You receive a clear handover path with defined responsibilities and next steps.