Financial statements and reporting
See what changed, what it means, and what deserves attention next.
Clear financial statements and management reporting for owners, lenders, and decision-makers who need more than a transaction list.
Is this the right fit?
Use reporting to answer an actual business question.
The right package depends on who will use the information, how often it is needed, and whether the underlying records are ready.
Tell us what you need help with →Useful financial visibility
A report is only valuable when the underlying records and purpose are clear.
The same numbers may need a different presentation for an owner, lender, tax plan, or operating review. Without a defined use, financial statements can become a routine export that answers very little.
We begin with the decision or stakeholder need, confirm the accounting foundation, and prepare a reporting package with clear context around the important changes.
How we help
Reporting designed around real users and decisions.
The available reports and level of accountant involvement depend on record quality, basis of accounting, use, and engagement scope.
Profit & loss statements
Show revenue, expenses, and operating results for an agreed period.
Balance sheets
Present assets, liabilities, and equity at a specific date.
Cash-flow reporting
Explain how operating, investing, and financing activity affected cash.
Period comparisons
Compare months, quarters, years, budgets, or prior periods to make changes visible.
Management reporting
Focus on agreed metrics, schedules, and questions important to ownership.
Personal financial statements
Prepare agreed personal financial information for planning or third-party requests, subject to scope and standards.
Clear scope
Match the report to the purpose and level of responsibility.
Financial statement services are not interchangeable; the engagement must define intended use and accountant responsibility.
The reporting work may include
- Preparing agreed core statements
- Organizing supporting schedules
- Comparing periods or budgets
- Explaining material movements and open items
- Coordinating information for management or third parties
Before delivery, we clarify
- The intended users and purpose
- Cash or accrual basis and covered periods
- Whether the books require cleanup first
- Any third-party format or deadline
- The applicable level of accountant service
Important: Preparation and management reporting do not automatically constitute an audit, review, compilation, or other assurance engagement. Any assurance or attestation service must be expressly agreed and performed under applicable professional standards.
A straightforward process
Build the report around its intended use.
Reliable reporting begins with a clear question and complete underlying records.
Define the audience and purpose.
We identify users, decisions, periods, deadlines, basis of accounting, and requested schedules.
Validate the foundation.
The team reviews whether the books and support are complete enough for the agreed reporting work.
Prepare and explain.
Reports are delivered with material changes, limitations, and next actions communicated in plain language.
Connected expertise
The related pieces stay in view.
Reporting sits between accurate records and informed decisions.
Team-led client service
Clear guidance from the right professional at each step.
Requests are reviewed and routed by need. Managers and advisors lead the technical work within their specialties, while operations and client-success professionals coordinate communication, workflow, and follow-through.
Meet the Mehdiani TeamCommon questions
Clear answers before the first conversation.
The correct answer depends heavily on how the statements will be used.
Which financial statements do you prepare?
Common deliverables include profit and loss statements, balance sheets, cash-flow reports, period comparisons, management schedules, and certain personal financial statements. The exact package is defined by purpose and scope.
Do prepared statements include an audit or assurance?
No—not automatically. Preparation, compilation, review, and audit engagements involve different responsibilities and standards. We clarify the applicable level of service before accepting third-party-use work.
Can you prepare reports for a lender?
Potentially. We first review the lender’s requested format, period, accounting basis, deadline, and required accountant involvement to determine whether the engagement is appropriate.
What if my books are incomplete?
Cleanup or reconciliation may be required before reliable statements can be prepared. We identify those issues first and separately scope the accounting work when needed.
Can reporting be customized for management?
Yes. Management reporting can focus on agreed comparisons, schedules, or indicators that are useful to ownership, provided the underlying data is available and reliable.
Understand the investment
Start with published pricing.
Review the current fee schedule and use the estimator for a rough starting point. Final scope and fees depend on the facts, timing, records, and work required.
Consultation request
How can we help?
Give us the essentials. We will request sensitive records later through the secure upload process.