Financial Statement Preparation Services
Elevate ROI with a comprehensible and unambiguous visual of your financial health, accurate financial statements, and performance.

Increased ROI

Elevate ROI with a comprehensible and unambiguous visual of your financial health, accurate financial statements, and performance.

Timely Annual Accounts

Assess the expected and yielded growth parameters with meticulously prepared annual accounting statements and reports.

Efficient Review and Compilation

Augment credibility and reliability of your monthly, annual, and periodic financial statements to reflect a profit-making business.

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Clients catered
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Projects of preparing financial statements
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Improvement in business performance
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Enhanced investment decisions
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Clients
catered
0 +
Projects of preparing financial statements
0 +
Improvement in business performance
0 %
Enhanced investment decisions
0 %

Perks of CapActix

Why must you outsource financial statement preparation services and compilation to CapActix?

Preparing financial statements by going through the daunting task of reviewing massive financial records from disseminated sources and reports puts businesses in a tizzy. CapActix eradicates the tedium of going through various records and preparing different types of financial reports like balance sheets, cash flow statements, income statements, profit and loss statements, and more to create a precise and concise financial view of the business. Our on-demand and annual financial statement preparation services will aid you to build meaningful reports in your preferred formats. Whether you want to impress your creditors and investors or if you want to identify profit-making or loss-making sources, financial statement preparation services will benefit you and your business in an Omni-direction. The niche experience and extensive knowledge of team CapActix make it nimble for this job.

Services We Excel At

Our Expertise

As we know, financial statements are one of the most important management tools, so our firm delves the maximum time into getting the client’s requirements and business dimensions.
To accomplish the preparation of the annual accounts, we have split our financial statement preparation services into various phases as below:
  • Getting into the business environment and perspective of the client’s stakeholders 
  • Receiving the closing trial balance and the necessary schedules 
  • The calculation for the various adjustments such as deferred taxes, provision for taxes, realized and unrealized forex differences, etc. 
  • Preparation of a cash flow statement 
  • Consolidation of financial statements (if necessary) 
  • Preparation of schedules for the financial statements 
  • Submission of the financial statements for the review 
  • Updating the financial statements following the requirements 

Services We Excel At

Our Expertise

As we know, financial statements are one of the most important management tools, so our firm delves the maximum time into getting the client’s requirements and business dimensions.
To accomplish the preparation of the annual accounts, we have split our financial statement preparation services into various phases as below:
  • Getting into the business environment and perspective of the client’s stakeholders 
  • Receiving the closing trial balance and the necessary schedules 
  • The calculation for the various adjustments such as deferred taxes, provision for taxes, realized and unrealized forex differences, etc. 
  • Preparation of a cash flow statement 
  • Consolidation of financial statements (if necessary) 
  • Preparation of schedules for the financial statements 
  • Submission of the financial statements for the review 
  • Updating the financial statements following the requirements 

Hire At Your Convenience

Hire Accountant Experts

Financial statements are crucial and should never be undervalued in any organization, no matter how big or small. You can hire dedicated accountants who can help you in preparing financial statements according to your preference.
Hire Accountant

Result Oriented Solutions

Discover how our financial statement preparation services, review, and compilation services empower businesses to evaluate business performance impeccably:

Preparing trustworthy and comprehensible financial statements needs niche know-how and our team holds that well. Our team has vowed several businesses with immaculate and crystal-clear service for preparing financial statements and gauging vital business and financial parameters.
Our proficiency in periodic and annual financial statement preparation services can aid in making more profitable decisions based on the transparency of financial data.
Increase partnership, investment, and funding opportunities by presenting the good health of your business with more precise and detailed financial statements.
Let the experts evaluate different financial data sources and prepare all the required financial statements and reports like income statements, balance sheets, equity statements, cash flow statements, and more to benefit your decision-making.
Keep your creditors and stockholders interested in your business by furnishing them with on-time and period reports without missing any deadline with our professional services.
Comply with major and notable compliances and meet the financial reporting needs by letting our team prepare financial statements that project your strengths in the limelight.

Earn the confidence of your creditors and stakeholders by producing accurate and detailed financial statements by CapActix.

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Our Success Stories

How do our financial statement preparation services give a larger view of business finances to our clients to be more goal focused, hear it from some of them:

We wanted to be more conscious about tax preparation and planning based on our current performance. To make the right taxation decisions, having more detailed information about our assets, income, expenditure, etc. was necessary. CapActix does an astounding job with its quarterly financial statement preparation services to help us make better decisions. What is even praiseworthy is their insight notes on the financial statements.

Kate A Tuckett Business Financial Planning Head

We are one of the top investment companies based in the USA and we often fund SMBs for their projects. We need to go through a conscientious process of reviewing and preparing financial statements and reports submitted by businesses. The CapActix team assists us in revising these reports and statements and presenting the most vital data for each proposal to lead our next steps and make judgments. Extremely resourceful services!

Danny Gormley Investment Director

We like to keep track of the profit and loss we make and keep our financial data accurate throughout the year. This helps us assess if we use our assets and resources as per the plan to maximize profit or not and redefine the strategy as and when needed. CapActix has been driving our efforts with a more performance-oriented approach in preparing financial statements with absolute details.

Angela Demartini Business Development Head

We Create Your Ways Digitally

Software We Use

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sage
Xero
zoho
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Accounting CS

Our Focused Industries

Industries We Serve

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

Frequently Asked Questions

Preparation of financial statements

Unlock Insights and Find Solutions in our FAQ Page for Hassle-Free Knowledge! We have designed the questionnaire to address all your concerns.
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CapActix will help in lightening your CPA’s burden by preparing the financial statement. Your CPA will be able to provide all the required documents to us, and guidance to you on which financial statements would be most beneficial for your business and can help you interpret the results.
During the tenure of the project, your files will be accessed via the remote desktop protocol. So, you don’t have to worry about your confidential files. Once we are done with the reporting, you can remove the access, and thus there is no file in our possession.
Yes, we will make a confidential agreement which is known as a nondisclosure agreement (NDA). Capactix also provides several services to help you secure your data. We can help you encrypt your data, set up access controls, and implement security policies. We can also help you discard the data that is no longer needed.
The sorts of papers and data needed for financial statement preparation depend on the nature of the business and processes. Examples of often-sought information include general ledger data, Payroll, Compliance Documents, Customer-Supplier Aging details, details of extraordinary events during the year, etc. A list of the papers needed will often be sent to you after the initial meeting with the management.
The time taken in the process of preparing financial statements varies depending on the size and complexity of the organization. Generally, it takes a few days to a week to prepare financial statements.
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls to find out how your project is progressing.
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