6160 N Cicero Ave, Suite 305 · Chicago, IL 60646 director@dataxfingroup.com
Financial Statements

Financial statements that open doors.

Accurate, well-organized financial reports for lenders, landlords and partners, and for your own decisions.

Overview

The story your numbers tell.

Financial statements summarize your business activity in a standard format. They show how much you earn, what you own and owe, and how cash moves through your business.

Banks, the SBA, landlords, investors and partners rely on them to make decisions. So should you.

Reports

Reports we prepare.

Income statement (P&L)Revenue, expenses and profit for the period.
Balance sheetAssets, liabilities and owner's equity at a point in time.
Cash flow statementWhere your cash came from and where it went.
Year-over-year comparisonsSee trends and how your business is growing.
Loan & lease packagesStatements organized for bank, SBA and landlord applications.
Budget vs. actualCompare your plan with real results.
Process

How it works.

  1. Understand the purposeWho will read the statements and what they require.
  2. Review your booksWe make sure your records are complete and reconciled.
  3. Prepare the statementsClear, professional reports for the period you need.
  4. Walk you through themSo you can answer questions from your lender with confidence.
FAQ

Frequently asked questions.

How long does it take?

It depends on the condition of your books. If they are up to date, statements can be ready quickly. If not, we start with catch-up bookkeeping.

Do I need bookkeeping first?

Financial statements are only as good as the books behind them. Many clients pair this service with monthly bookkeeping.

Can you prepare statements for an SBA loan?

Yes. We prepare and organize business financial statements for loan applications and coordinate with your lender's checklist.

This page provides general information and is not legal or tax advice for your specific situation. Requirements can change; we confirm current IRS and Illinois rules during your consultation.

Next step

Applying for a loan or lease? Let's get your numbers ready.

Tell us who is asking for your financial statements and when you need them.

Boceto / Mockup — IRS credentials (e-file, CAA, AFSP) to be confirmed.