Financial Reporting & Advisory Services in Sydney

At Profit Services, we specialise in financial reporting to provide businesses in Sydney with the insights they need to make informed business decisions. From detailed financial statements, to strategic business advisory, our CPA certified team ensures accuracy, compliance, and clarity in your financial data. 

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Why Choose Profit Services for Financial Reporting for Small Business?

Managing finances as a small business can be complex, from maintaining cash flow to ensuring compliance with ever-changing regulations. At Profit Services, we deliver precise financial reporting that gives you the clarity and confidence to make informed decisions so you can focus on growing your business.



With a team of CPA certified accountants, we uphold the highest standards of accuracy, compliance, and strategic financial guidance. Our in-depth reports, analysis, and advisory services empower you to manage your business effectively and drive long-term success.

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Our Expert Financial Reporting and Analysis

Understanding your business’s financial position is crucial for growth and stability. We offer a wide range of financial reports tailored to your specific needs. Some of these include: 

  • Executive Summary - a high level overview of your business’ financial performance. 
  • Profit and Loss Statement - Tracking income and expenses to measure profitability. 
  • Balance Sheet - Assessing your business’ financial health at a glance. 
  • Cash Flow Summary - Monitoring cash inflows and outflows for better liquidity management.
  • 180-Day Cash Flow Forecasting - Planning ahead with projected cash movements. 
  • Variance Analysis (Actual vs Budget) - Comparing financial performance against planned budgets. 
  • Financial Ratios - Gaining insights into profitability, liquidity, and efficiency. 
  • Divisional Reporting - Analysing performance across different business units. 
  • Employee Productivity Reports - Measuring staff efficiency and contributions. 
  • Monthly Management Pack - A complete financial overview delivered monthly. 
  • Sales and Expense Analysis - Identifying trends and cost saving opportunities.
  • Revenue Remodelling - Optimising income streams with expert projections. 
  • Annual Budgets - Planning your financial year with a structured budget. 
  • CAPEX Expenditure Reports - Tracking capital investments and returns. 
  • Quarterly Forecasting - Staying ahead with updated financial projections each quarter. 
  • General Purpose Financial Reports - Compliant reporting for stakeholders. 
  • ACNC Reporting (for NFPs) - Specialised financial reporting for charities and not-for-profit organisations. 
  • Debtor Days Analysis - Improving cash flow with better accounts receivable management.

Technology-Driven Financial Management

We leverage industry leading accounting software to streamline financial processes and ensure accuracy in our financial reporting. As Xero Certified Advisors, we help businesses maximise the benefits of cloud-based accounting. We also work with MYOB and Quickbooks, providing flexible solutions based on your business’s needs. 


Frequently Asked Questions

  • What types of financial reports does my small business need?

    A bookkeeper is a financial professional responsible for maintaining and organising a company's financial records. This includes recording transactions, managing payroll, and ensuring financial compliance.

  • How often should I review my financial reports?

    A bookkeeper is essential for maintaining accurate financial records, which is crucial for making informed business decisions. By keeping your books in order, we provide you with a clear financial picture and help you stay compliant with regulations. Outsourcing bookkeeping with Profit Services can:

    • Save you money and reduce stress.
    • Keep you compliant with ATO requirements.
    • Make tax preparation easier.
    • Provide valuable insights to inform business decisions.
    • Ensure accurate payment to suppliers and timely collection from customers.
    • Streamline your bookkeeping processes and save you time.

    Contact Profit Services bookkeeping today to learn more about our services.

  • Can Profit Services help with forecasting and budgeting?

    Our team's expertise lies not only in accounting and bookkeeping but also in business advisory that moves past the normal day-to-day accounts. This sets us apart, ensuring that your financial data is handled with the utmost proficiency and is best for business owners who want to scale and take on new projects.

  • Do you work with cloud accounting software?

    Yes, we specialise in Xero, MYOB, and QuickBooks, making financial management easier and more efficient for your business. We also use other software platforms that integrate with XERO (e.g fathom, spotlight reporting, Deputy just to name a few).


  • How can I get started?

    Simply reach out to our team for a consultation, and we’ll assess your needs to provide tailored financial reporting and advisory services.

Contact Profit Services for all your Financial Reporting Needs

Take control of your business finances with expert support from Profit Services. Contact us today to discuss your financial reporting needs and discover how we can help you achieve your business goals.

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