Financial Statements Preparation
Clear, accurate financial reporting that strengthens decisions, ensures compliance, and gives you full confidence in your numbers.
Your financial statements are more than documents — they’re the foundation of every major decision you make. We prepare clean, accurate, GAAP-aligned financial statements that reflect the true performance of your business. Whether you need monthly visibility, lender-ready reporting, or multi-entity consolidation, we deliver clarity you can trust.
INDUSTRIES WE SERVE
Financial statements are essential across every sector. We support all 13 industries — including restaurants, e-commerce, real estate, construction, medical practices, logistics, retail, and professional services.
Law Firms & Professional Services
Restaurants, Food & Hospitality
Medical & Healthcare Practices
Real Estate & Construction
Retail & E-Commerce
Financial Services
Manufacturing & Distribution
Entertainment & Media
Education
Agriculture & Agribusiness
Energy & Utilities
Technology
Small Business & Startups
Monthly & Quarterly Financial Statements
Clarity and insights every month.
Accurate balance sheets, income statements, and cash flow reporting — with monthly trends that support everyday decisions.
GAAP-Aligned Financial Reporting
Professional, compliant structure.
Statements prepared using proper accounting standards so banks, partners, and auditors can rely on the numbers.
Tax-Ready Financial Statements
Structured for smooth tax filing.
We prepare year-end financial statements tailored for tax preparation, ensuring accuracy, clean reconciliations, and proper categorization for federal and state filings.
Multi-Entity & Consolidated Reporting
See the full picture.
Consolidated reporting for businesses with multiple locations or entities, aligned into one clear financial view.
Lender & Investor-Ready Reporting
Present with confidence.
Statements formatted for financing, investment reviews, partnership agreements, and due diligence requirements.
Cleanup & Adjustments
Fix and rebuild accurately.
We clean, correct, and reconcile historical transactions so your statements reflect true performance and financial reality.
CFO-Level Insight
We don’t just prepare statements — we help you understand them and use them to guide better decisions.
Precision & Accuracy
Every number is reconciled, reviewed, and prepared using professional accounting standards.
Daily Responsiveness
You have ongoing support, fast responses, and a team that stays connected to your financial activity every month.
Trust & Transparency
We prepare statements you can rely on — for lenders, investors, partners, and internal review.
By the Numbers
Accurate, timely financial statements aren’t just paperwork — they’re the metrics that show whether your business is healthy, growing, or at risk. These numbers reflect the scale and precision of the reporting work we deliver every month.
$900M+
Financial statements prepared annually across all industries.
85+ Years
Combined Experience of IRS, state agency, and tax compliance experience.
50 States
Local compliance supported nationwide.
99%
Client Retention
04. Review & Insights
Understand the results.
We review your statements with you, highlight performance trends, and provide insights to support your financial decisions.
03. Preparation
Produce clear, structured reporting.
We prepare balance sheets, P&Ls, and cash flow statements using consistent formats and GAAP-aligned standards.
02. Cleanup
Build accurate foundations.
We correct errors, reconcile accounts, apply accruals, and clean up historical activity so your statements reflect reality.
01. Assessment
Understand the full situation.
We review your accounting system, prior statements, and financial activity to determine what’s needed for accurate reporting.
OUR PROCESS
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We prepare balance sheets, income statements (P&L), and cash flow statements — plus supplemental schedules if needed.
Most businesses benefit from monthly statements, but we also prepare quarterly and annual reporting depending on your needs.
Yes. We prepare statements using GAAP standards so lenders, banks, and partners can rely on the numbers.
Yes. Bookkeeping captures transactions; financial statements interpret them. Statements show performance, risk, and financial health.
Yes. We prepare consolidated or segmented statements for multi-entity and multi-location organizations.
Absolutely. Lenders and investors often require clean, GAAP-aligned statements to approve financing or evaluate opportunities.
Yes. Cleanup and adjustments are included. We fix issues and bring your financials current before preparing statements.
Cash basis tracks money movement; accrual tracks revenue and expenses when earned or incurred. We prepare whichever method fits your business.
Yes. If you need financial statements quickly for tax filing, lenders, or year-end requirements, we offer expedited preparation. As long as your financial data is available, we can prioritize cleanup, reconciliation, and statement preparation to meet tight deadlines.
Testimonials
Business leaders across every industry trust us with the financial reporting that guides their decisions, supports their growth, and strengthens their confidence in the numbers.
Ledger Board rebuilt our financials and now provides monthly statements we actually understand. It changed how we run our business.
Sarah V., Owner
Restaurant Group
Our bank required GAAP-aligned statements for financing. Ledger Board prepared everything cleanly and we were approved.
Daniel K., Managing Partner
Real Estate Development Firm
We operate multiple entities with messy books. Ledger Board consolidated everything and now gives us clear reporting every month.
Rachel M., CEO
Medical Practice Group
Connect with Leaders
Meet the specialists who lead our Financial Statements Preparation services and ensure accuracy month after month.
Bring Clarity to Your Financial Reporting
Complete the form below and our team will evaluate your current reporting, cleanup needs, and financial structure to outline the best solution.
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