Financial Reporting

Financial Reporting Service

Without financial reporting you don’t really know how your business is performing and where you are heading. Sheils Bookkeeping Service provides a range of financial reports, many of which are accessed through your accounting software such as Xero. 

Having access to financial information enables business owners to make decisions such as major purchases, hiring new team members and keeping money aside for paying tax and business loans.

How Financial Reports Help your Business

We provide financial reports to help your business. And they can help you stay on top of your accounts receivable and accounts payable. Here are a few reasons to make the most of our financial reporting.

  • Cashflow forecasting
  • Managing stock, inventory levels and supplier payments
  • Managing superannuation payments to employees
  • Ensuring payroll is prioritised
  • Helps you understand any seasonal changes or quiet times for your business
  • Unpaid and overdue invoices 

Book A Discovery Call

Let us assist you looking after your business by taking care of your accounts and financial reporting.  
Call us today for your free consultation and discover how we’ll help you make better decisions.

Types of Reports and Financial Statements

Most accounting software such as Xero include the ability to run a number of reports. The types of financial reports available typically include:

  • Expenses
  • Revenue
  • Superannuation
  • Payroll
  • Invoicing
  • BAS
  • Profit and Loss
  • Assets and Liabilities

Benefits of Financial Reporting?

Making informed business decisions at the right time requires accurate figures provided in a timely manner.  The financial reports we provide gives you a multitude of information. The benefits of having financial reports available include the following.

Why choose Sheils Bookkeeping Service for financial reporting?

  • We know when your file is fully reconciled, so that you have accurate reports.
  • We can run reports at any time and can provide details of what might be missing.
  • We can tailor the reports to your requirements.
  • If you don’t understand your reports we can explain them to you in plain language.

Client Reviews

Bill Jackson
Bill Jackson
2024-04-24
I have dealt with a few bookkeepers over the years, and Sheils is by far the best! Super attention to detail, awesome to deal with, a Xero expert and my business books are cleaner than they ever have been, thanks Sheils!
CBQ Financial Services
CBQ Financial Services
2024-02-29
As an Accountant it is important to have our client's bookkeeping looked after to get quality information into their accounting packages. Not only do Sheils and her team take care of this but it also helps streamline year end tax.
Elaine Dickson
Elaine Dickson
2024-02-26
If you combine all the quality aspects of what you would ask of a professional provider and blend this with warmth, wit and personal attention, you will find what you are looking for in Sheils Bookkeeping Service.
Alene Green
Alene Green
2024-02-25
I have been very impressed with the way Sheils Bookkeeping Service is so efficiently run. The staff go out of their way to be helpful and, as a busy and “time poor” business owner myself, I find it so much easier to outsource the bookkeeping side of my business to people who are adept at what they do and are able to stay abreast with changing policies and government requirements, freeing up my time to concentrate on operating my business without the constant worry of extra admin work. Thank you Sheils!
Ken Lawson
Ken Lawson
2024-02-24
Sheils was fantastic helping me out with urgent and important invoices I needed to get done asap I appreciated her prompt replies and adjustments to getting everything out on time. I will always go to Sheils for all my bookkeeping needs as I can always trust it will be correct
Captain Ash Bacon
Captain Ash Bacon
2024-02-24
I have been using Sheils as a bookkeeper for longer than I can remember. It seems like no matter what I need done she is ready, willing and able to do it all! Sheils is always available for a chat for any concerns I may have and alleviates any issues. I cannot recommend her enough.
Rose Vujic
Rose Vujic
2024-02-22
Sheils and her team are a pleasure to deal with. They excel in their attention to detail and keep all areas of our business up to date. Everything is addressed in a timely manner, and no questions or requests too difficult. They care about their work and their clients. As an (ex) bookkeeper, I couldn’t recommend them highly enough!!
Taryn Winnett
Taryn Winnett
2024-02-16
Sheila is fantastic! Any questions or queries I have are always promptly answered. Highly recommend to any business owners.
Trevor Lyddieth
Trevor Lyddieth
2024-02-15
Awesome book keeping service! Sheils and her team have been looking after my business for a while now, always available for advice, following up on missing documentation and requesting information if and as required. As a sole trader they allow me to concentrate on my business while ensuring that I keep on top of the financial side, which is a fantastic position to be in. I have recommended Sheils Bookkeeping Services to others in the past and would not hesitate to do so again. Go Team
Bill Gasiamis
Bill Gasiamis
2024-02-12
Thanks for a providing a great service Sheila.