Financial Reporting

Clear, consistent reports you’ll actually use.

Most contractors get reports they don’t understand - or worse, don’t get reports at all. We deliver clean, timely financials every month, so you can make smart decisions without digging through spreadsheets or chasing down answers.

What We Deliver

Monthly Profit & Loss (P&L)

Balance Sheet

Job-level or class-based P&Ls (if applicable).

Prior period comparisons (month-over-month, YTD, etc.)

Loom video or email with our analysis.

We don’t just send PDFs and call it a day - we walk you through the numbers so they actually make sense.

What Makes It Different

Reports you’ll understand (even if you hate numbers).

Delivered on time every single month.

Reviewed with context - not just dumped in your inbox

We don’t expect you to be an accountant. That’s our job. We just give you the tools to run your business like a pro.

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How It Works

We close your books monthly (see our Bookkeeping section).

We generate reports that match how you think — not how accountants do.

We send a short Loom video or email walkthrough explaining the key takeaways, so you always know what’s happening and what to watch.

It's time to actually use your numbers.

Let’s build reporting that helps you run your business better.