Investor Reporting
From day-to-day bookkeeping to GAAP-basis financial statements for your shareholders and partners, we run your accounting so the people who rely on your numbers can count on them.
Choose the level of support your business needs today, and add more as you grow.
Monthly bookkeeping, reconciliations and financial statements you can rely on.
Controller-level oversight, monthly close, job costing and reporting.
GAAP-basis financial statements for shareholders, partners and investors.
Investor Reporting & Shareholder Relations
When you have partners, shareholders or investors, they deserve financial statements that are prepared consistently, completely and on time. We prepare GAAP-basis financial statement packages and deliver them on a set schedule, so your investors always know how their investment is performing.
Regular, scheduled reporting gives owners and investors a clear view of results, and holds management to the plan. Changes from prior periods are easy to see and explain.
Every entity, account, accrual and capital balance is captured, so investors see the full financial picture, not just the bank balance.
Accounts are reconciled and reviewed every period before anything is released, and the statements are prepared consistently from period to period.
Assets, liabilities and equity at period end, with partners’ or shareholders’ capital clearly presented.
Revenue, operating expenses and net income for the month, quarter and year to date.
Where cash came from and where it went, across operating, investing and financing activities.
Contributions, distributions and allocated income for each class of ownership.
A short narrative and key metrics that explain the results in plain English.
The same format every period, delivered on a calendar your investors can count on.
Joint ventures and funds with limited partners who expect regular, professional reporting.
Businesses with shareholders, silent partners or family members who own a stake.
Owners preparing for investors, lenders or a sale who need credible, GAAP-basis financials.
1
We review your books, entities and ownership structure, and what your investors need to see.
2
We agree on a reporting package and a monthly or quarterly delivery schedule.
3
Your books are closed, reconciled and reviewed, then the package goes out on time, every time.
Call Accounting Freedom Group to talk about investor reporting for your business.