Business services
Financial statements for small and medium businesses
Clear, accurate financial statements for tax returns, bank and finance applications, leases, tenders or simply knowing where the business stands.
Fixed fee, quoted in writing
What’s included
- Profit and loss, balance sheet and notes
- Special purpose financial statements for tax and owners
- Interim or management accounts during the year
- Statements prepared to lender or landlord requirements
- Depreciation schedules and asset registers
- Commentary on the key numbers and trends
Who it’s for
- Companies, trusts and partnerships
- Businesses applying for finance or leases
- Owners who want a clear view of performance
- Entities with reporting obligations to members or investors
Numbers you can use
Financial statements aren’t only for the ATO. Banks, landlords and buyers will read them, so they should be accurate, consistent and easy to follow.
We walk you through the results and point out what has changed from last year.
How it works
Getting started is simple
01
Free discovery call
A 20-minute conversation about your situation, deadlines and goals. No obligation.
02
Fixed quote & onboarding
A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.
03
Ongoing partnership
Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.
Financial Statements: common questions
Do you prepare general purpose financial statements?
Most small private entities only need special purpose statements. If you need general purpose or audited statements, we’ll talk you through what’s required.
Can you prepare statements for a loan application?
Yes. Tell us what the lender has asked for and we’ll prepare the statements to suit.
Can I get monthly or quarterly accounts?
Yes. Many clients combine this with our bookkeeping service.
Related services
Company Tax Return
Company tax returns, financial statements and Division 7A, handled by a Chartered Accountant.
Outsourced Bookkeeping
Books kept up to date every month, with a clear view of profit and cash.
Business Tax Planning
A pre-30 June review of profit, structure and timing, while there’s still time to act.
Ready for a clearer picture?
Book a free 20-minute call with Kishan. No obligation.