small business bookkeeping firm in Plano Texas

Profit Report

We heard many business owners tell us over and over again that the real value from accountants and CPAs comes from analyzing their financial situation and offering guidance on how they can improve overall profitability and financial performance. We heard you and we created the Profit Report.

What is it?

The Profit Report is an extension of your profit and loss or income statement. One of our CPAs analyze your financial statements each month in a template. We look for ways to improve profitability and discuss with you. We start by helping you create an annual budget in the first month. Every month after that we perform our comprehensive profitability analysis, we send you our report with at least three action items to increase profitability, plus a full ratio analysis.

We partner with the world’s best to help us provide best bookkeeping services to our clients