What you get each month
A Profit and Loss and a Balance Sheet. With Premium, a short note in plain words: what I found, and anything still open. Then the month is locked.
Once a year
With Premium, your CPA gets a clean package in January: every account reconciled, owner draws kept out of business expenses, loans split between principal and interest, and the reports with a written summary. No separate bill for it.
What these are for
They're management reports, written for you to run the business. Statements prepared under accounting standards, and anything that needs a CPA's signature, stay with your CPA.
Questions
When do I get them?
Within the number of business days in your agreement, counted from the day I have everything for the month.
Which two numbers should I look at first?
Letter: Two Numbers.
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