Year-end financial statements you can rely on
Professionally prepared financial statements for companies, trusts, partnerships and sole traders – for your tax return, your bank, your investors or simply your peace of mind.
- Profit & loss, balance sheet and notes
- Suitable for banks and finance applications
- Prepared alongside your tax return
The official record of your year
Financial statements summarise your business's performance and position for the year. Banks and lenders request them for finance, trust deeds and company directors rely on them, and they're the foundation of an accurate tax return.
We prepare special purpose financial statements tailored to your entity and needs, with every balance reconciled and supported.
- Every balance reconciled and supported
- Depreciation schedules maintained
- Clear, professional presentation
- Detailed profit and loss
- Balance sheet
- Notes to the financial statements
- Directors' or trustee's declaration
- Compilation report
Financial statements for every entity
Companies
Statements supporting the company tax return and directors' obligations.
Trusts
Trust accounts including beneficiary entitlements and distributions.
Partnerships
Partnership accounts and partner capital and current accounts.
Sole traders
Business statements for lending, leases and personal planning.
Asset registers
Depreciation schedules and asset registers kept up to date.
Comparatives & analysis
Year-on-year comparison and key ratios explained.
Need statements for a loan?
Applying for business finance, a home loan or equipment finance? Lenders usually want the last one or two years of financial statements and tax returns, plus up-to-date management accounts. We can prepare everything they need and answer their questions directly.
- Finance applications
- Home loans for business owners
- Equipment finance
- Lease applications
- Business sales
- Investor reporting
- Priority service for finance deadlines
- Draft review with you
- Signed PDF copies
- Direct liaison with brokers
How it works
Collect
We gather your year-end information and confirm balances.
Adjust
Year-end adjustments, depreciation and accruals are posted.
Prepare
Draft statements prepared and reviewed with you.
Sign
Final statements issued for signing and lodged with your return.
Financial statements for every industry
We work with businesses of every shape and size. These are the industries we know best.
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
ExploreHealth & allied health
Practice software, GST-free services and contractor pay.
ExploreArchitects & design
Project fees, WIP and profitability by stage.
ExploreDoctors & medical practices
Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExploreMarketing & creative agencies
Retainers, freelancers and profit per client.
ExplorePrivate clients & families
Household finances, investments and family trusts.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
ExploreGrowing businesses & startups
Systems, forecasts and structure for the next stage.
ExploreFinancial statements: your questions answered
Are these audited financial statements?
No. We prepare compiled special purpose financial statements, which are what most small and medium private businesses need. If you require an audit, we'll work with your auditor.
How long does it take?
If we keep your books, statements are usually ready within two to three weeks of receiving your year-end information. Priority turnaround is available for finance deadlines.
Can you prepare statements for past years?
Yes. We can prepare prior-year statements as part of a catch-up.
Related services
Company tax returns
Company returns prepared and lodged by a registered tax agent
Trust tax returns
Trust returns, distributions and resolutions handled
Financial reporting
Monthly P&L, balance sheet and cash flow reports