Reports
Financial reports
P&L, Balance Sheet, and Cash Flow — explained in plain language, every month.
- Detailed monthly P&L
- Balance Sheet (monthly or quarterly per plan)
- Cash Flow Statement
- Month-over-month comparison
These are the 3 reports every serious business needs: **P&L (Profit & Loss):** Shows whether you made or lost money in the month. **Balance Sheet:** Shows what your business OWNS (assets) and OWES (liabilities) at a specific moment. **Cash Flow Statement:** Shows the path of money — where it came from, where it went. Without these reports, you're making decisions in the dark.
Who it's for
Owners who never knew if they're really profitable
High revenue doesn't mean profit. The P&L shows the truth.
Owners presenting numbers to bank/investor
Nobody lends without seeing a Balance Sheet. We deliver in the US standard.
Growing businesses that need visibility
To scale, you need to see what's working — and what's bleeding.
What's included
- Detailed monthly P&L
- Balance Sheet (monthly or quarterly per plan)
- Cash Flow Statement
- Month-over-month comparison
- Plain-language analysis
How it works
- 01
We keep your books organized
Correct monthly bookkeeping is the prerequisite — reports only matter if the data is clean.
- 02
We generate automatically
At month-end, the 3 reports come straight out of Zoho Books.
- 03
We explain in plain English
What each number means, without accountant jargon.
- 04
We send via WhatsApp
PDF or Excel, in the format you prefer.
- 05
We discuss in the monthly call
What to improve next month — concrete recommendations.
Available in
Which plan includes this service
Common questions about this service
How do you help me understand the reports?
Every monthly call we review them together. You leave knowing where to tighten and where to invest.
Can I compare with last month or last year?
Yes. Reports include historical comparison so you see the trend, not just a single month.
Ready to outsource this?
Send a WhatsApp message and we'll talk about which reports make sense for your case.