Financial Reporting

Harness the power of data to make better decisions.

Whether you’re preparing reports for internal use or  stakeholders, the reports need to be accurate and show the company’s true financial position and key performance indicators (KPIs). Moreover, these reports need to be prepared on time. Count on us to produce accurate and timely financial reports that extract key insights into your organization.
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Do You Require Financial Statements?

Oftentimes, business owners require financial statements to file tax returns or assist with the decision making of the business. There could also be circumstances where external stakeholders will require them as well. They include 3 types of users: bank, creditors, and investors.
With a diverse group of professionals at AgileCPA at your disposal, you can rest assured that regardless of the situation, our team will go above and beyond to deliver the best possible service; we’ll take away the burden of statement compilation and replace it with peace of mind.

Types of Financial Reports

Contingent on the situation, the financial statements required can vary.  After AgileCPA has actively listened to your corporate needs, we will prepare the proper financial statements.  

Compilation Engagement

This type of engagement requires the CPA firm to prepare the financial statements (based on the information provided by management) and conduct reviews to ensure the financial statements are in the appropriate format and free from obvious errors and misstatements.  This type of engagement does not provide opinion or any form of assurance of the financial statements being generated.  The final deliverable will have a summary page where the firm signs off.

Key Performance Indicator (KPI) Metrics

In addition to Compilation Engagement above, we also offer a highly valuable service of setting up and  extracting key insights that depict your business performance.  The goal is to track the Key Performance Indicators (KPIs) and compare them to prior months/forecast.  This will help determine the business’ strengths and weaknesses, and help the company pivot as issues are identified.


For example, if we notice that your gross margin ratio has been dropping over the previous quarter, which means your cost of goods are steadily increasing, this would be an insightful piece of information that indicates your company should begin to increase its prices. Otherwise, your profit margins will eroded over time.

Have More Questions? Book a Complimentary Call

Unsure what financial statements you require or worried that your business matter might not be commonplace? We can help. Book a free, 15 minute consultation with us here, and let’s see what we can do.