Monthly Close & Financial Reporting
Each month Annie closes the books the right way and delivers real financial statements — P&L, balance sheet, and cash flow — so you know where you stand. She counts money when it’s earned (not just when it lands) and makes sure the balance sheet ties out. That’s what separates real reporting support from a basic monthly summary.
What's in it
- Close your books every month, on a set schedule
- Financial statement preparation: P&L, balance sheet, and cash flow
- Cash flow visibility and reporting so you know what’s coming
- Custom reports and KPIs that fit how you run the business
- Reconciled balance sheet — not just a tidy P&L
- Clean up old months if things are off
You probably need this if
You have a P&L but the balance sheet doesn’t look right.
Your bank or investor asked for clean financials and you’re scrambling.
You’re on cash-basis and need to switch to accrual.
You’re heading into a sale, a loan, or an audit.
How it works
Same close calendar every month: reconcile the accounts, book accruals, and deliver your reports the same week. You’ll always know what’s coming and when.
Ready for books you can actually trust?
Thirty minutes with Annie.