Financial Statement Preparation Services

For: Businesses that need financials a lender, investor, or auditor will take seriously.

Book a free books review

The statements are the interface between your business and its money

Every serious financial relationship runs through your statements. Lenders size credit on them. Investors price equity on them. Buyers diligence on them. When the statements are late, internally inconsistent, or visibly homemade, every one of those conversations gets slower, more skeptical, and more expensive.

What we do

GAAP-compliant preparation. P&L, balance sheet, and cash flow built on properly closed books — accruals, cutoffs, capitalization, and revenue recognition handled correctly, not approximately.

Consolidated and multi-entity statements. Group statements with clean intercompany eliminations across any number of entities — our specialty.

Multi-currency accounting and translation. Foreign subsidiaries and accounts translated properly, with FX impacts isolated and explained.

Audience-ready packages. Lender packages with covenant schedules, investor updates with the metrics that matter, audit support files that make your auditor’s job boring.

What you get

Statements that hold up under scrutiny — and answer questions before they’re asked. The difference shows up in financing speed, audit fees, and how you’re perceived across the table.

Frequently asked questions

What's included in a financial statement package?

Income statement, balance sheet, and cash flow statement — plus supporting schedules, and consolidated statements with eliminations for multi-entity groups. Formatted for the audience: lender, investor, board, or auditor.

Can you prepare consolidated statements across multiple entities?

Yes — including intercompany eliminations, minority interests, and multi-currency translation. Multi-entity consolidation is one of our core specialties.

Are your statements audit-ready?

We prepare statements with full supporting documentation so an audit or review becomes a handoff, not an excavation. Auditors consistently tell our clients their books are the easy kind.

How fast can you turn statements around?

For clients on our monthly close, statements are a scheduled deliverable. For one-off engagements (a financing round, a sale process), typical turnaround is 2–4 weeks depending on the state of the underlying books.

Book your free books review

Thirty minutes, your current setup, and a candid read on what it would take.

No retainers pitched, no obligation. You'll get a findings memo either way.