Profit and loss statements that tell a clear story
A profit and loss statement summarises your company’s income and expenses for a period. Banks, payment providers and tax returns often need one.
- Monthly, quarterly or yearly
- Built from your records
When you need one
Common reasons to prepare a P&L
Tax returns
Business income and expenses feed directly into your returns.
Bank and provider reviews
Banks and payment platforms may ask for recent financial statements.
Business decisions
See which products, clients or months drive your profit.
Built from real records
- We prepare statements from your bank statements and records. We don’t estimate or invent figures, and we don’t audit or certify statements.
Required documents
What you need for Bookkeeping
Prepare these before you apply. Exact requirements depend on your situation, and we confirm them with you.
Documents
- Bank and card statements for the period
- Payment platform reports (Stripe, PayPal, marketplaces)
- Invoices and receipts
Information you’ll provide
- Accounting period and year-end
- Main income and expense categories
- Owner contributions and withdrawals
- Access to your accounting software, if you use one
- We work from the records you provide. We don’t audit or certify financial statements.
- Upload documents securely in your client portal or send them to us on WhatsApp.
Need a P&L statement?
Tell us the period and what it’s for.