Monthly reporting isnāt just about staying organizedāitās about knowing where your business stands, where itās headed, and how to make better decisions along the way.
At Breezy Bookkeeper, we help small businesses, entrepreneurs, and growing teams take the guesswork out of finances by delivering easy-to-digest reports that highlight performance, trends, and opportunities.
Whether you’re planning for growth, preparing for taxes, or just trying to keep your cash flow under controlāour monthly reporting keeps you in the loop, every step of the way.
Indeed, every business feels the heat of complex financial management realities. In addition to assistance in executing everyday financial transactions, our Fractional CFO services offer overall direction and guidance on how you can achieve the most with your financials while limiting your legal liability for non-compliance with the former.
Profit & Loss (Income) Statements
Track revenue and expenses monthly to see how your business is performing. Quickly spot increases or drops in income, understand expense categories, and plan accordingly.
Balance Sheet
Preparation
Get a monthly breakdown of your assets, liabilities, and equity. A well-prepared balance sheet gives you a snapshot of your financial strength and helps with loan applications or investor reporting.
Monthly Cash Flow Summaries
Understand exactly how money is moving in and out of your accounts. We'll show you where your cash is tied up and how to manage it more effectively.
Custom Reports Based on Your Business Needs
We know every business is different. Thatās why we tailor your monthly reports to include the metrics that matter mostāwhether thatās by department, project, or product line.
Clarity &
Control
Know whatās happening in your business finances at a glance
Better Decision-Making
Use real data to plan ahead, not just react
Tax-Time Readiness
No scrambling during tax seasonāyour reports are already clean and organized
Performance Tracking
Identify trends and opportunities for growth
Peace of
Mind
Feel confident that your books are always up-to-date
Our Monthly Financial Reporting service is ideal for:
Simplify Your Books. Focus on Growth
Simplify Your Books. Focus on Growth.
Want to go deeper? Pair this service with:
Schedule a free consultation and see how monthly reporting can bring peace of mind to your financial life.
Letās Talk About Your Numbers
Whether youāre looking for a clearer view of your cash flow or a better way to track your business performance, weāre here to help.
Words of appreciation By ouramazing clients
Carlos and Ashley
C and A Remodeling
Dane Kessler
C and A Remodeling
Patsy Grieco
Owner of Fast Lane TattooAsk Us What you want to know from us
Breezytax is always ready to answer all your question regarding any business & consultancy related topic. If you have more questions than the listed ones, pleas mail us that.
