Financial reporting
Monthly reports an owner can use
Profit, the balance sheet and cash, prepared each month from the Xero file so the year-end is not the first time the numbers are clear.
What arrives each month
Profit
Income and costs for the month, set against the year so far.
Balance sheet
What the company owns, what it owes, and whether the accounts still agree.
Cash
Where cash came from and where it went, so a busy month is not confused with a profitable one.
From the same books
The report is built from the monthly bookkeeping in Xero, not from a separate spreadsheet.
Questions owners ask
Do I need bookkeeping as well?
Yes. The report is only as current as the books. Most engagements include both.
Can this support a tax filing?
A clean year of reports makes the corporate tax computation faster. The filing itself is a separate piece of work.
Who explains the numbers?
The same team. Advisory starts once the monthly picture is visible.
Tell us what you look at today.
A spreadsheet, a Xero report, or nothing until year-end. We will reply with a reporting scope and a fee.