Financial Reports FAQs
Discover our responses to common questions regarding our financial reporting services, designed to provide you with clear insights into your business's financial health.
What types of financial reports do you provide?
All clients receive basic financial statements, including the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement, prepared through QuickBooks Online (QBO). Premium package clients receive enhanced, customizable reports using Reach Reporting.
What is Reach Reporting, and how does it benefit my business?
Reach Reporting is an advanced financial reporting tool that allows us to create dynamic, visually rich reports with custom dashboards, KPIs, trend analysis, and insights tailored to your goals. It gives you a clearer picture of your business performance over time.
What’s included in the premium reporting package?
Premium clients receive:
- Monthly or quarterly financial performance dashboards
- Custom visual reports (KPIs, trend graphs, ratios)
- Budget vs. actual tracking
- Industry benchmarking (if applicable)
- Tailored insights and commentary on your financials
How often will I receive financial reports?
Standard reports are typically delivered monthly or quarterly. Premium clients can opt for more frequent reporting depending on their needs.
Do you help interpret the reports?
Yes. We don’t just send numbers—we offer review sessions (especially for premium clients) to walk through your reports, highlight trends, and discuss recommendations.
Can I access my financial reports online?
Yes. Reports created in QBO are accessible through your QuickBooks portal. For premium clients, Reach Reporting includes a client portal for accessing real-time dashboards and downloadable reports.
Still have a question?
We're here to help! Reach out to us with any additional inquiries, and our team will be happy to assist you.
