Financial reporting

The full reporting set off a real general ledger, including statements, aging, and segment reporting, available to you directly rather than assembled on request.

Create your BKS Suite account Request a written scope

Creates your BKS Suite account, then we set the business up with you.

Delivered by

BKS Suite reporting

Work is performed by BKS on systems BKS operates, and appears in your BKS Suite account.

Scope

What is included

Profit and loss, including by class or location
Balance sheet
Cash flow
Trial balance and general ledger detail
A/R and A/P aging
Sales tax liability by agency

Questions

Financial reporting: common questions

Can I export reports?

Yes, and your accountant or lender can be given their own scoped access rather than a mailed PDF.

What usually goes with this

Services rarely arrive one at a time. These are the ones that normally come up in the same conversation.

Accounting and bookkeeping

Monthly books, reconciled and reported.

CFO and advisory

Someone reading the numbers with you, on a schedule.

Tax

Business and individual returns, sales tax, and notices.

Get financial reporting handled.

Tell us where the business stands today and you will get a written scope and a quote before anything is filed.

Prefer to write it out? Send us the details.

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