Financial Statement Preparation

Turn your numbers into clarity, confidence, and smarter business decisions.

At Synergy Bookkeeping, we know that bookkeeping isn’t just about tracking transactions — it’s about making sure you have the financial insight to lead your business or nonprofit with confidence. That’s where accurate, timely financial statements come in.

We prepare professional-grade financial statements every month so you don’t just know what happened, you can plan what’s next.

Why Financial Statements Matter

Financial statements are more than reports — they’re your roadmap. With the right reports in hand, you can:

📊 Understand your financial health at a glance

💰 Spot cash flow issues before they become emergencies

📈 Identify trends to guide growth decisions

🏦 Satisfy banks and lenders when applying for financing

🎯 Give nonprofit boards and donors confidence in your stewardship

✅ Stay audit-ready year-round

When you’re making decisions about staffing, expansion, or budgeting, you’ll know you’re working with accurate data.

What We Provide

Every month, you’ll receive a complete financial reporting package, customized to your needs. Typical reports include:

  • Income Statement (Profit & Loss): Shows your revenue and expenses, so you know if your business is profitable.

  • Balance Sheet: Provides a snapshot of your assets, liabilities, and equity at a point in time.

  • Cash Flow Statement: Helps you track how money moves in and out of your business.

  • Custom Reports: Nonprofit donor tracking, grant reports, departmental summaries, or other specialized reporting as needed.

How It Works

  1. We reconcile your accounts to ensure every transaction is accurate.

  2. We generate financial statements tailored to your business or nonprofit.

  3. We deliver reports monthly, with options for quarterly reviews or special requests.

  4. We explain what the numbers mean (without the jargon) so you can make informed decisions.

Who Benefits Most

  • Small Businesses: Stay on top of revenue, expenses, and profit.

  • Nonprofits: Provide clear reports to boards, funders, and auditors.

  • Service Professionals (Law, Medical, CPA): Track financial performance with precision.

  • Growing Companies: Get investor- and lender-ready with professional statements.

Why Choose Synergy Bookkeeping

✔️ Certified QuickBooks ProAdvisor

✔️ Specialized experience with nonprofits and service-based businesses

✔️ Secure, cloud-based delivery of all reports

✔️ Reliable monthly statements that help you stay ahead

Ready for Clearer Numbers?

Stop guessing. Start leading with confidence.

👉 Contact us today to learn how professional financial statements can help your business or nonprofit thrive.