I will prepare your profit and loss statement and expense report

Know exactly where your business stands, every month.

Send me your monthly bank statements and I hand back a clean profit & loss statement and an itemized expense report reconciled, categorized, and reviewed by hand. Every report includes a pie chart of your spending and a short monthly review, so you can see where the money went without digging through statements.

I am a tax and accounting professional with 26 years of experience, and I prepare these reports the same way I prepare them for my own tax clients: by hand, line by line, not by an automated template.

What you get:

Profit & loss statement for the month

Itemized expense report, categorized

Spending pie chart

Short written monthly review

What I need from you: your bank statements for the month (PDF or CSV) and any notes about deposits or expenses I should know about.

Reports are ready in 1 to 3 business days after I receive your statements. If you also need bookkeeping, tax preparation, or help with an IRS notice, message me those services are available too.