Accounting and Client Advisory Services
Financial Statements
Monthly and annual financial statements and management packages, prepared for your review.
Scope
What we do
- Prepare balance sheet, income statement and cash flow statements
- Follow the reporting framework and formats your firm uses for the client
- Prepare variance analysis and commentary drafts
- Build management report packs in your firm's format
What your firm receives
- Draft financial statements
- Supporting schedules
- Commentary for your review
What we need from you
- Closed books
- Report formats
- Prior period statements
Industries where this comes up
What your firm keeps
Your firm reviews and decides how statements are issued, including any preparation, compilation or review engagement under professional standards.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
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Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample