Financial reports need to be structured well to provide the story of your business. Carolina BTS helps many small businesses with financial statements that are easy to understand and in line with best accounting practices.  Whether it’s for the small business owner, investors, or lenders … we understand how the data of your business needs to be organized for everyone involved.

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Financial Reporting Services for Small Businesses

Profit & Loss Statements

Many small businesses only look at the profit and loss statement a few times a year.  Monthly, quarterly, and annual reviews of the P & L enable business owners to quickly adjust their business operations based on current conditions.

Balance Sheet & Cash Flow

Understanding your assets, liabilities, and flow of cash through your business is, by far, the most important activity a small business owner can do. Cash flow can change very quickly … either positively or negatively.  We make sure our clients stay on top of this critical pulse of the business.

Inventory

If your business involves inventory, you know that keeping up with inventory levels, reorder points, job / material costing, and material allocation takes a lot of time.  Our bookkeeping services ensure the data is accurate and timely allowing us to generate highly effective inventory analysis and reporting for our clients.

Financial Statement Analysis

Many small business owners struggle to understand what story their financial statements are conveying.  Accurate and timely financial statements is important.  But truly understanding what the P & L, Balance Sheet, Statement of Cash Flow and Inventory reports are telling you makes the difference between a successful business and one that struggles.

Lenders & Investors

If your small business is seeking funding, it’s important to prepare statements and analyses to successfully secure a loan.  If your small business already has lenders, they are invested in the success and health of the business.  Financial statements for these purposes often take a different format and Carolina BTS can help.

Consulting Services

Budgeting & Cashflow. Audits & Reviews. Business Startup. Mergers & Acquisitions.

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Tax Resolution Services

IRS problems. Payroll Tax issues. IRS offers in compromise. IRS representation.

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