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Financial Statement Preparation

Starting your financial statement can be complicated if you have many expenses and investments. Preparing your financial statements is one of the most essential steps in the bookkeeping process. With the help of Simply Bookkeeping, LLC, we can assist you with the order of preparation. We have several years of experience in financial statement preparation and analysis, meaning that you can be confident that we will do the job right.

Contact us now at (971) 708-0040 to get started.

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Comprehensive Financial Statement Preparation

Your statements provide a comprehensive collection of your current financial performance. With our consultation and preparation services, we will put all your necessary statements together. You will experience peace of mind knowing that your statements have been prepared by a company that not only conforms to all policies but one that has several years of practice.

Financial Statement Analysis

After your financial statement has been produced, we will be able to analyze it and identify potential problem areas as well as areas needing improvement. If you already have a financial statement, we gladly offer an analysis that will help you with your transactions.

Clear Financial Statements Prepared by Simply Bookkeeping, LLC

Financial statement preparation is the heart of bookkeeping. It is the process of taking all sources of your cash flow and organizing them in a way that will make sense. A clear and precise statement will make it easier to do the following:

  • Identify areas of overspending
  • Identify areas of underspending
  • Budget
  • Prove financial responsibility

Statement of Financial Position

After creating a financial statement, one of our bookkeepers will be able to perform a financial statement analysis. This is done by adding all of your assets and subtracting all of your debts. This will show your financial position. If your debts are more than your assets, then you will have a negative net worth. If this is the case, we can help guide you in the right direction to financial recovery. Our team is here to help you through every step of the process, from financial reporting to bookkeeping services and beyond.


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Financial Statement Preparation Consultation

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