Reporting Services

Financial Reports (included in Bookkeeping Fee)

In this report, we make comparisons of this year to last year, this quarter to the same quarter last year and this month to the same month last year. We include COGS and Expenses represented as a % of the Sales.

This is snapshot of where your business is at and an analysis of the story behind the figures. Some business owners keep a lot of the financial information in their head but there comes a point where the business has outgrown them and they need to share financial data with others such as the bank.

Fitness Reports (extra charge for this service)

The Fitness Review examines the current ratio of five KPI (Key Performance Indicators) in the business:

  • Cash Flow
  • Sales
  • Gross Profit
  • Net Profit
  • Accounts Receivable and Accounts Payable Collection Rate

Financial and Strategic Reports included.

An analysis by a CPA can be arranged for an extra fee paid to the CPA. CPA must complete all Corporate Tax Returns.

Hourglass Resources works with your existing CPA . Should you not have one, we can refer you to our CPA on subcontract. We can meet at my location.


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Corporate Strategic Planning (extra charge for this service) 

For those businesses that are incorporated, we provide a copies of the Year-End Basic Financial Reports to a CPA for review and preparation of the T2 Corporate Income Tax Return.

As part of that service, the CPA meets with Hourglass Resources and the client to discuss tax strategy and planning for the next accounting cycle.

An extra fee is paid to the CPA for this service. CPA must complete all Corporate Tax Returns.

Strategic Reports (extra charge for this service) 

This set of reports is suitable for business owners needing to make strategic decisions month by month. 

It includes: 

  • KPI reports
  • Budget Analysis
  • Cash Flow Analysis
  • Financial Reports

A session with Samantha is included. An analysis by a CPA can be arranged for an extra fee paid to the CPA.