6421 Potrero Dr, Newark, CA 94560

Financial Statements & Plannning

Financial Statement preparation is a long-standing service of this firm.

Monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis for you.

Here's a brief overview of the 4 four major statements every business should be looking at.

  1. balance sheet: reports on a company's assetsliabilities, and owners equity at a given point in time.
  2. profit and loss statement: provides information on the operation of the enterprise's incomeexpenses, and profits.
  3. equity statement: reports on the changes in equity of the company during the stated period.
  4. cash flow statement: reports on a company's cash flow activities while operating, investing and financing.

Complete analysis of your up to date financial statements is essential to your business success!

The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis. We are QuickBooks experts!

Whether expanding your business, planning for retirement, or for a child's college education, financial planning is the cornerstone for meeting your goals. Our planning also incorporates tax and estate planning. 

We provide individual and business clients with a full array of planning tools to help maximise your income and profits. If you have now


Give us a call or shoot us an email to find out how we can help you today!