Monthly Financial Reports Package

I’m looking for ongoing help turning my completed bookkeeping records into clear, accurate financial statements every single month. The transactions are already entered and largely reconciled; what I need now is a skilled accountant or bookkeeper who can review the data, tidy up any mis-codings, and then generate a full set of statements that I can share with management and our tax advisor.

Each month you will deliver:
• Profit & Loss statement
• Balance Sheet
• Cash Flow statement

Send the reports in both PDF and an editable format (Excel or Google Sheets), making sure the numbers tie together and any unusual variances are briefly explained. A quick turnaround after month-end close is essential, and confidentiality is non-negotiable.

If you have solid experience with QuickBooks Online or a comparable cloud platform and can commit to a consistent monthly schedule, let’s get started with last month’s data and build a smooth reporting rhythm from there.