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Monthly Financial Reports

If you are not reviewing your financials, then you are running your business blind and that can have a risky impact to your business.

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Your financials show some of the most important data in your business. It tells you the story of exactly how you are performing, as well as invaluable insights on how to continue growing your business.

What do your financials tell you?

  • It tells you whether or not you are making money in your business.
     

  • It tells you if you can afford to spend or invest and not just going based on your bank account.
     

  • It shows you where your money is coming from, and also where it is being spent.
     

  • It shows areas of improvement so you can be strategic with your operations.
     

  • It helps you understand your current financial position so you can make informed business decisions.

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We view making your financials easier

Sign Up Report

HOW IT WORKS

Recieve reminders to get your bookkeeping up to date before the reports are sent.

On the 10th of every month receive your financial report that presents your accounting data in a simple and easy to understand way.

You will also be sent a video that walks you through how to read the report and use it to make informed business decisions.

Two great options to pick from!

MANAGER REPORTS​

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

$50

MONTHLY FEE

EXECUTIVE REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

  • Trend chars

  • Cash analysis

  • KPIs with definitions

$75

MONTHLY FEE

Reports are sent out on the 10th of the month covering data from the prior month.  For example; June 10th deliverables covers financals between January - May.
 

You are responsible for keeping your bookkeeping up to date to ensure the data pulled into the financial report is accurate.

MANAGER REPORTS​

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

$50

MONTHLY FEE

EXECUTIVE REPORTS

  • Financial Health Report

  • Profit and Loss Statements

  • Balance Sheet Statement

  • Prior period comparisons

  • Accounts Payable Ageing

  • Accounts Receiveable Ageing

  • Trend chars

  • Cash analysis

  • KPIs with definitions

$75

MONTHLY FEE

Reports are sent out on the 10th of the month covering data from the prior month.  For example; June 10th deliverables covers financals between January - May.

You are responsible for keeping your bookkeeping up to date to ensure the data pulled into the financial report is accurate.

The information in these reports are for presentation purposes, and not intended as, and shall not be understood or construed as financial advice. Although those at The Finance Agency are accounting professionals and the information provided in this guide relates to financial issues, the information contained is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your situation.

 - WHAT OUR CLIENTS SAY - 
"Working with Lou has taken a huge weight off my shoulders."

LET'S CONNECT ON INSTAGRAM: @the_finance_agency

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