Financial Statement Preparation Near You
Gould, Blake & Company CPAs prepares financial statements for small businesses near you in Phillipsburg, NJ and Easton, PA. You get clean, CPA-prepared statements to run your business and share with your bank, partners or investors.
2,000+ Clients Served
Businesses and individuals alike trust us with their tax and accounting needs.
30+ Years of Experience
More than three decades of comprehensive tax and accounting solutions for individuals and businesses.
PA & NJ Focused
We serve clients throughout Pennsylvania and New Jersey, in person and remotely.
Financial statement preparation services
We prepare your balance sheet and income statement from your QuickBooks file or other records, with the adjusting entries needed to get the numbers right. Owners use them to:
- See how the business is doing, month to month or year to year
- Give a bank the statements it asks for when it doesn't need a CPA report
- Share results with partners or investors
- Plan taxes during the year with real numbers
Monthly, quarterly and year-end financial statements
Year-end statements are the most common. Growing businesses, and businesses with loan covenants, often want quarterly or monthly statements so problems show up early.
We prepare statements on the accrual, cash or tax basis, whichever your bank or partners expect.
Financial statement preparation vs. compilation
Both are financial statements a CPA prepares from your records. A compilation comes with our compilation report, which most lenders want. A preparation has no report and costs less, so it works when your lender doesn't need one.
If your bank asks for a CPA report, see compiled financial statements.
How financial statement preparation works
- Send us your profit and loss statement and balance sheet from QuickBooks, or invite us into your file.
- We review the books and make adjusting entries.
- You get finished statements to use and share.
If your books need work first, see QuickBooks setup and review.
How much does financial statement preparation cost?
A preparation costs less than a compilation. Compiled financial statements start at $1,500* for one company.
*Prices shown are starting prices subject to change based on complexity
Frequently Asked Questions
Not always. Banks and partners often ask for CPA-prepared statements because a CPA makes the year-end adjustments and presents the numbers in a standard format.
A balance sheet and an income statement, also called a profit and loss statement. We can add a statement of cash flows when your bank wants one.
Yes. Your bookkeeper keeps the books, and we review them, make adjusting entries and prepare the statements.
Have more questions? Contact us
Request a Consultation
Ready to discuss your tax or accounting needs? Fill out the form and we'll be in touch to schedule a conversation.
Office Location
600 Avenue A, Phillipsburg, NJ 08865
Phone
908-859-6530Office Hours
Monday–Friday, 8:30 AM – 4:30 PM
After-hours appointments available