Financial Statement Preparation
Your organization may not need an audit or review, but you do need reliable financial statements to run it effectively.
Reliable numbers, on your schedule
Whether your organization needs monthly, quarterly or annually prepared financial statements, our goal is to provide them in a timely, professional and cost-effective manner.
What you receive
- Balance sheet (statement of financial position)
- Income statement / statement of activities
- Cash-flow statement
- Budget-to-actual reporting for boards and leadership
- Monthly, quarterly or annual delivery
- Support for auditors and funders
Statements that look forward, not just back
Financial statements help uncover problems and identify corrective action. The balance sheet shows what you own and owe, the income statement answers “How did we do?” and the cash-flow statement answers “Where was the cash used?” Paired with a budget or forecast, they tell you how you did against your plan, and what to adjust.
Frequently asked questions
Is this the same as an audit?
No. Financial statement preparation gives you reliable statements to manage your organization. It is not an audit or review. If you need an audit, we can help prepare your books and support your auditor.
How often can statements be prepared?
Monthly, quarterly or annually, whatever your board, funders or lenders require.
Trusted because she treats your organization like her own
Ms. Lambert’s professionalism, expertise, and personal attention to our organization has contributed greatly to our financial stability and exceeded our expectations of service. She has gone above and beyond for our organization and although she is a contracted service provider, we see her as part of our family.