Financial Reporting Services That Show You How the Business Is Doing
A monthly set of accurate financial statements is the single most useful report an owner can have. Financial reporting services make sure it arrives on time and adds up.
What financial reporting gives you
Three statements tell the story of your business: the profit and loss (did we make money?), the balance sheet (what do we own and owe?) and the cash flow statement (where did the cash go?). Produced monthly and on time, they let you spot problems early, talk confidently to your bank and plan ahead.
Why "closing the books" matters
Statements are only as good as the month-end close behind them. Closing means reconciling every account, recording expenses that have been incurred but not yet billed, spreading prepaid costs correctly and reviewing the result. Skip it and your profit figure can be off by a wide margin. DNA Growth runs a checklist-based close with review and sign-off; see its financial reporting and month-end close page.
- Account reconciliations with supporting documents
- Accruals, prepaids, depreciation and payroll entries
- Consolidation if you run more than one company
- Final review before statements are released
Reports beyond the basics
Many owners also want key numbers on one page: revenue trends, margins, cash runway. DNA Growth builds KPI dashboards and management and board reports on top of the monthly close. Its practical month-end close guide explains the process step by step.
Choosing the right level
If your books are not yet reconciled monthly, start with bookkeeping services. If statements are reliable and you want forecasts, add financial planning and analysis services. Accounting firms closing books for clients should see white-label month-end close.
Reading your monthly statements in ten minutes
- P&L: compare revenue and gross margin with last month and last year
- Balance sheet: check cash, money owed to you and money you owe
- Cash flow: see whether operations generated or used cash
- Notes: read the commentary on anything unusual
A good financial reporting service will include short commentary so you are not left to interpret the numbers alone.
Same service, different angle
This page is written for business owners. Read the other versions if they fit you better:
Frequently asked questions
How soon after month-end will I get my statements?
That depends on the volume and how quickly documents arrive; the close day is agreed at the start and tracked each month.
What is the difference between bookkeeping and financial reporting?
Bookkeeping records transactions. Financial reporting closes the period, adds adjustments and produces reviewed statements.
Can you report for several companies?
Yes, including consolidated statements across entities.