Lender-ready formatting
We know what banks and the SBA require. Statements are formatted and signed to meet lender standards so your application doesn't get delayed.
Accounting & Tax
Need financials for a lender, investor, or partner? We have you covered.
We prepare accurate, professionally formatted financial statements that meet the standards required by banks, investors, and legal agreements.
Licensed advisors
500+ businesses served
Free 30-min strategy call
Custom pricing — contact us
What It Is
What Financial Statements means for your business
Lenders, investors, and partners require financial statements — and they need to be accurate, complete, and formatted correctly. A messy or inconsistent set of financials can kill a loan application or delay a deal by weeks.
We prepare all three core financial statements: income statement (P&L), balance sheet, and cash flow statement. We also prepare compiled financial statements for lenders who require an accountant’s involvement, and we can work with your existing accounting software or rebuild statements from source documents if needed.
Whether you need statements for a bank loan, an SBA application, an investor due diligence package, or a business valuation, we make sure they’re ready and right.
What you get with Financial Statements
All three core statements
Income statement, balance sheet, and cash flow statement prepared together — giving lenders and investors the complete picture they need.
Fast turnaround
When you need financials for a time-sensitive deal, we prioritise accordingly. Typical turnaround is 3–5 business days for standard requests.
How Financial Statements works
Requirements intake
We confirm what format is required, what period they need to cover, and who will be receiving them.
Data review
We review your accounting records, identify any gaps or errors, and collect any missing information.
Statement preparation
We prepare the statements in the required format with proper accounting standards applied throughout.
Delivery & sign-off
Final statements are delivered in PDF format, signed where required. We answer any questions from the receiving party if needed.
FAQ
Common questions about Financial Statements
Still have questions? Talk to one of our advisors — no obligation.
Book a free call-
Compiled statements are prepared by an accountant without verification. Reviewed statements include limited analytical procedures. Audited statements involve full verification. Most small business lenders only require compiled statements, which we provide.
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Most lenders want statements within 90–120 days. We can prepare current statements quickly if your books are up to date, or we clean up and produce them simultaneously if not.
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Yes. Lenders typically want 2–3 years of financials. We prepare all required years as a package.
Ready to Start?
Need financial statements done right and done fast?
Book a free call and tell us what you need them for — we'll give you a quote and timeline on the spot.
No commitment. Free 30-minute strategy call.