Customized Financial Reporting

All our clients receive their accounting reports and financial report packages customized to their needs on their schedules.

As a business owner, you need up-to-date accounting reports so you are aware of upcoming budgeting and financial issues. This is the only way to make the smart, strategic decisions that ensure future success.

From scheduling to specific data requirements, every business has different reporting needs. That's why Potens Expert offers you high-level, one-to-one time with your accountant to identify areas of concern and highlight any issues that you should be aware of. We then recommend a customized plan of action.

We Offer

Highest level of accuracy

We customize the one-to-one reporting sessions based on your preferences and specific areas you need to review. It's an in-depth approach that leaves nothing to chance, from accounting needs to current accounting best practices.

Customized delivery schedule

Your reporting sessions are designed around your schedule and preferred delivery method, whether it's daily, weekly bi-weekly or monthly reports.

Customized delivery solutions 

A customized plan of action ensures all of your financial reports and information are not only up to date, but available when you need them.

Customized review process

Reviewing your accounting reports for a high-level view of your financial information is specifically based on your company's requirements for achieving true profit potential.

SAMPLE CLIENT'S MONTHLY FINANCIAL REPORT PACKAGE

  • Balance Sheet
  • Profit and Loss Statement – Month
  • Profit and Loss Statement – YTD
  • Profit and Loss Statement by Class – Month
  • Profit and Loss Statement by Class – YTD
  • Cash Flow Statement
  • Accounts Receivable Aging
  • Accounts Payable Aging
  • Prepaid Expenses by Vendor
  • Accrued Expenses by Vendor
  • Deferred Revenue by Customer
  • Open Sales Order by Customer
  • General Ledger