We only offer Financial Report Services to clients that have selected both the Bank Feed Categorization and Account Reconciliation services. If your accountant has not been doing your weekly bank feed categorizations and monthly account reconciliations, they cannot guarantee the accuracy of your business financial reports. With financial report services, your accountant will create entries and validate the balances on your Balance Sheet. They will also verify income and expenses on your Profit and Loss report. Your accountant will send notifications requesting any information needed to finalize your financial reports that will show up on your client dashboard. You can upload information into a folder within your secure document upload portal or email it directly to your accountant. Our financial report services are valuable to business owners that want to grow their revenues and control their expenses. Your dedicated accountant will listen to your dreams for the growth of your business and share them with you. We customize our Monthly Management Financial Report Suite to meet the needs of each individual client. There is no limit to the quantity and customization of your monthly financial reports.

Your Accountant will Provide Feedback on Your Monthly Financials

Small business owner’s need straightforward easy to understand explanations of their business financial reports. Your accountant will provide you with a common-sense analysis of your Statement of Cash Flows, Profit and Loss Report and your Balance Sheet Report. Business owners need to know the overall financial health of their businesses, as it is very important to their long-term success. Your accountant will help you understand your operating, investing, and financing activities. Each month, your accountant will upload your Management Financial Reports into the “From My Accountant” folder located within your secure document upload portal and send you a notification to review your reports and provide feedback as needed.

Your Accountant will Record Asset, Liability, Equity Transactions

Because your QuickBooks Online financial reports for your business should include current business assets, current liabilities, and current equity, your accountant will make sure these transactions are accurately recorded each month. The only exception is when these transactions occur outside of QBO, such as when a client uses a third-party e-commerce application for sales, or when a third-party provider processes your payroll. Our firm offers monthly services to record your point-of-sale transactions and the payroll processed by a third-party payroll provider such as Gusto, ADP and Paychex. Even if you have not chosen one of our monthly services to enter third-party data, your accountant will advise you on how to enter this data in your QBO account.

Regina Pitts
Regina PittsPrincipal Accountant & Bookkeeper
Member of the QuickBooks ProAdvisor Program

Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member

I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.

Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.

We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.