📍 Monthly Financial Statements, Sonora, CA
Monthly Financial Statements in Sonora, CA
Need clear financial statements? Mike prepares accurate profit and loss statements and balance sheets from your reconciled books each month.
Serving small businesses across Tuolumne, Calaveras & Amador Counties.
- QuickBooks Online Level 1 Certified ProAdvisor
Common problems we solve
Sound familiar?
You don’t have reliable financial statements
You don’t have an up-to-date profit and loss statement or balance sheet you can trust when you need to make a decision.
Your reports don’t tell you anything useful
Categories are inconsistent, numbers don’t add up, and your financial statements don’t give you a clear picture of how your business is actually doing.
You’re flying blind on your finances
Without current financial statements, you can’t tell if you are profitable, where your money is going, or what to plan for.
How it works
1
Free review
Mike looks at your books and tells you what it will take to get you clean, reliable financial statements.
2
Mike prepares your statements
He reconciles your accounts, corrects any errors, and prepares an accurate profit and loss statement and balance sheet each month.
3
You understand your numbers
Mike walks you through your financial statements each month so you know exactly where your business stands.
What's included
What’s included in your monthly financial statements
- Monthly profit and loss statement prepared from your reconciled books
- Monthly balance sheet showing what your business owns and owes
- All accounts reconciled before statements are prepared
- Clear categorization so your reports actually reflect your business
- Statements delivered on a consistent monthly schedule
- Review call with Mike to walk through your numbers and answer questions
Why choose Midas
You work with Mike, not an assistant
QuickBooks Online Level 1 Certified ProAdvisor with 20+ years of real small-business bookkeeping experience
No offshore staff. No account managers. Mike answers your calls personally.
Monthly financial statements are included in monthly bookkeeping, which starts at $250 a month with no long-term contracts.
Monthly Financial Statements
Why reliable financial statements change everything for your business
Without accurate financial statements, it is hard to know whether your business is actually profitable or where your money is going. Mike reconciles your accounts and prepares your profit and loss statement and balance sheet each month, then walks you through what the numbers mean. As a QuickBooks Online Level 1 Certified ProAdvisor, he makes sure your reports reflect what is really happening in your business. Monthly financial statements are part of ongoing monthly bookkeeping, so you always have current numbers to make decisions with.
Pricing
Here’s how monthly financial statement pricing works
Monthly financial statements are included in monthly bookkeeping, which starts at $250 a month with no long-term contracts. Mike reviews your books first at no charge, gives you a clear picture of what is needed, and quotes you a firm flat rate before any work begins. No hourly billing. No surprise invoices. You know the full cost before you say yes.
Common questions
How do I know if I need better financial statements?
If you don’t have a current profit and loss statement or balance sheet you trust, or you can’t tell whether your business is profitable, it is time for reliable financial statements. Book a free review and Mike will tell you exactly what is needed at no charge.
Do you charge by the hour?
No. Mike reviews your books first and then gives you a firm flat-rate quote before any work begins. You know the full cost upfront, no hourly billing, no surprise invoices at the end.
How often will I receive financial statements?
Financial statements are prepared monthly as part of ongoing bookkeeping, so you always have current numbers. Mike reviews them with you on a consistent schedule.
What happens after I start receiving financial statements?
Once your monthly financial statements are set up, Mike keeps them current each month as part of your ongoing bookkeeping, which starts at $250 a month with no long-term contracts.