SG Financial Services

Creating financial order out of paperwork chaos

Financial Statement for Tax Purposes

To provide Financial Statements:

  • I will work with your QuickBooks file that you’ve been entering data into.  I’ll review and clean, fill any holes, reconcile accounts, check for consistency.  You’ll end up with a clean and understandable Balance Sheet and Profit and Loss Statement.
  • Bring me your bag or box of receipts and I’ll turn them into a financial statement that outlines your income and categorizes your expenses.  You can give this to your CPA to do your taxes.

Contact me to discuss your needs.