Financial reports bring your business activity into focus. Whether you want to review performance, understand balances, or prepare for a conversation with a lender, start with the information you need and how the reports will be used.
Nikol Shapiro, CPA works with business owners in Plymouth, Minnesota and the surrounding area to discuss financial statement preparation. She’ll review your records and reporting goals so the scope of the work is clear from the beginning.
Tell Nikol who will use the statements, the periods involved, and any specific requirements. That information helps determine the preparation and supporting records needed.
Explain how you plan to use the statements and who will receive them. Share any written requirements and the date you need the reports.
Provide your accounting reports and supporting records. Nikol will identify questions or bookkeeping work that needs attention before preparation.
Discuss the reports, the information they present, and any remaining questions. Plan how future records and reporting will be maintained.
Start with the records you have. Nikol can help identify any additional information needed for your business.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial records.
If account balances are incomplete or prior periods are behind, ask about cleanup work before financial statement preparation.
Cleanup & Catch-Up Bookkeeping
Tell Nikol which financial reports you need and how you plan to use them.
Contact Nikol
