I will do CPA profit and loss, balance sheet, financial statements

I need your income and expense details, categorized transactions, and any additional supporting documentation, such as invoices or receipts.

It depends on your business needs, but I generally recommend monthly updates to ensure accurate and timely insights into your financial health.

I need access to your accounting software (QuickBooks, Xero, or Zoho), bank and credit card statements, a chart of accounts, and any prior financial records to ensure accuracy.

Yes, I can organize and reconcile past transactions to bring your books up-to-date and ensure your financial records are accurate.

Yes, I can prepare detailed financial projections, including revenue forecasts, expense estimates, and cash flow analysis, tailored to your business goals.