Financial reporting

Financial Reporting & Loan Tracking for Small Business

Profit and Loss, Balance Sheet and Cash Flow Statement reports, with loan tracking and journal entries handled alongside them.

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Reviewing a financial report on a laptop for a small business

What You Get

✔ Profit and Loss

✔ Balance Sheet

✔ Cash Flow Statement

✔ Loan tracking

✔ Journal entries, adjusting entries and custom reporting as needed

Who this is for

Reports You Can Rely On

  • Business owners who want reports that are clear and useful
  • Businesses that need loans tracked in their books
  • General contractors and owner-operators
  • Small service-based businesses
Reviewing bookkeeping records on a tablet

How It Works

1

Get in touch

Share a little about your business and the bookkeeping support you are looking for.

2

Review your books

Sarah takes a careful look at where things stand and what needs attention.

3

Ongoing monthly reports

Profit and Loss, Balance Sheet and Cash Flow Statement are typically delivered within the first 10 to 20 days of the following month, depending on when statements become available.

Helpful to know: Support is added where it makes sense, based on what needs to be tracked and what would be most useful to see each month.

Sarah Foster, bookkeeper for contractors and small businesses

Why choose Accurate Books Solutions

Careful, Clear, and Easy to Work With

Clients want to know their reports will be clear and their questions will be answered along the way. The goal is to keep your bookkeeping clear, current, and easy to rely on.

Sarah holds a Bachelor’s degree in Accounting and Finance and works with contractors, owner-operators, and small businesses from Mooresville, NC.
Meet Sarah Foster

Get in touch

Talk to Sarah about your reporting

Tell Sarah about your business and the reports or loan tracking you are looking for. Responses are typically sent within 1 to 2 business days.

  • Remote bookkeeping for clients across the United States
  • A reply within 1 to 2 business days
  • Books kept in QuickBooks Online

Prefer to chat first? Message us on Facebook Messenger

Sarah Foster, bookkeeper for contractors and small businesses
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What Clients Say

★★★★★

“She’s thorough, reliable, and always keeps our books in perfect order.”
Barry Mitchell

★★★★★

“I appreciate her attention to detail and good communication.”
Rocky Johnston

Frequently Asked Questions

Reports typically include Profit and Loss, Balance Sheet, and Cash Flow Statement.

Yes. Loan tracking is part of the bookkeeping support Sarah provides.

Yes. Journal entries and adjustments are made as needed.