Strategic Financial Reports & Advice

My business needs dependable financial insight that goes beyond bookkeeping. I want clear, accurate reports each cycle—Profit & Loss, Cash Flow, and a Balance Sheet with a concise business-value summary—paired with well-reasoned advice that helps me plan growth, refine pricing, and time future investments.

You’ll work from my existing transaction data (QuickBooks Online, Xero, or your preferred cloud system) to:

• Produce the three core reports, fully reconciled
• Add a brief valuation snapshot or key-ratio section that highlights business worth
• Provide written recommendations that translate the numbers into actionable growth, pricing, and investment decisions

Reports should arrive in both PDF and editable spreadsheet form, ready for board review. Please outline your data-gathering workflow, the tools you rely on, and a sample of how you present strategic commentary so I can see your analytical style before we begin.