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Financial Reporting Support

Financial Statement Preparation Support for Clear, Structured Reporting

4.8/5Trusted by 1,250+ business customers and finance teams

Turn organized accounting records into professionally structured financial statement outputs. Rudrriv can prepare your profit and loss statement, balance sheet, cash flow statement and equity statement from an agreed source pack, with clear scope and consistency checks before handoff.

Prepared from your trial balance, ledger or agreed accounting export
Cross-statement and balance checks built into the preparation workflow
Core statement sets available in Excel and/or PDF by plan
Defined review points for classifications, periods and presentation
View Statement Plans Get a Custom Quote

Preparation support only. Audit, review, assurance, statutory certification, tax filing and legal advice are outside the standard service scope.

Google 4.8/5Trusted by 1,250+ business customers and finance teams
Starting at $20 USDFocused entry scope from a clean trial balance
5–7 Working DaysStandard delivery after complete inputs
Global ServiceSupport for customers worldwide
Quality FocusedClear scope, review and delivery process
Financial Statement Plans

Choose the Statement Preparation Scope You Actually Need

Start with a narrow core-statement package when your records are already organized, or choose a broader set when you need cash flow, equity and supporting reporting presentation.

Focused Entry Scope

Core Statements

For a small business or finance team with a clean trial balance that needs two core financial statements.

$20USD / engagement

1 entity · 1 reporting period · 2 statements

  • Profit & loss / income statement
  • Balance sheet / statement of financial position
  • Preparation from a clean trial balance
  • Basic classification and presentation review
  • Cross-statement consistency check
  • Excel and/or PDF output
  • 5–7 working day delivery
Choose Core Statements

Best when bookkeeping is already complete and reconciled. Clean-up or transaction reconstruction is not included.

Complete Statement Set

Complete Statement Set

For businesses that need a coordinated primary statement set from organized source records.

$50USD / engagement

1 entity · 1 reporting period · up to 4 statements

  • Profit & loss / income statement
  • Balance sheet / statement of financial position
  • Cash flow statement
  • Statement of changes in equity
  • Opening/closing and cross-statement checks
  • Agreed statement headings and formatting
  • One consolidated revision round
  • 5–7 working day delivery
Choose Complete Set

Requires sufficient source data to prepare each selected statement. Technical accounting conclusions are separately scoped.

Presentation & Schedules

Reporting Pack

For management, lender or stakeholder reporting that needs a fuller statement pack and structured supporting presentation.

$100USD / engagement

1 entity · statement set + supporting schedule pack

  • Complete primary statement set within available data
  • Selected supporting schedules for key balances
  • Comparative presentation when prior-period data is supplied
  • Statement-to-schedule consistency review
  • Presentation-ready Excel and PDF pack
  • Two consolidated revision rounds
  • Handoff notes for open points or assumptions
  • 5–7 working day delivery
Choose Reporting Pack

Complex disclosures, consolidation, multi-entity reporting, statutory filing or assurance require a custom scope.

Pricing scope matters: the $20 entry price assumes one entity, one period and a clean trial balance. If your books are incomplete, unreconciled, multi-entity or require substantial accounting analysis, request a custom quote so preparation is scoped accurately.

Need a custom service or scope?

Not Able to Find the Right Service or Price?

Get in touch with our expert. Tell us what you need, and we'll help identify the most suitable service, scope and pricing for your requirement.

Discuss Your Requirement
Preparation Workflow

How Financial Statement Preparation Support Works

The workflow is designed around source readiness, statement mapping, preparation and documented review—not a generic accounting handoff.

01

Confirm Scope

Agree entity, period, required statements, purpose and reporting basis.

02

Receive Source Pack

Collect trial balance, ledger, prior statements and supporting schedules.

03

Map & Classify

Map accounts to statement lines and flag unclear classifications for confirmation.

04

Prepare Statements

Build the agreed financial statements and supporting presentation schedules.

05

Run Checks

Review ties, periods, labels, roll-forwards and consistency across outputs.

06

Deliver & Refine

Provide agreed files, open-point notes and revisions included in the selected plan.

Before Preparation Starts

A Better Source Pack Produces a Cleaner Statement Handoff

Financial statements are only as useful as the accounting records behind them. The service works best when balances are substantially finalized and supporting information is available for material line items.

Source-data boundary

If the trial balance or ledger contains unresolved errors, missing reconciliations or uncategorized transactions, those issues may need a separate clean-up scope before final statement preparation.

Trial Balance / Ledger

Final or near-final period balances with account labels and enough detail to map statement lines.

Reporting Period

Clear start and end dates, plus comparative period information when comparative presentation is required.

Prior Statements

Prior-year or prior-period statements where continuity of labels, classifications or presentation matters.

Supporting Schedules

Reconciliations or schedules for cash, receivables, payables, fixed assets, equity and other key balances where relevant.

Statement Coverage

What We Can Prepare From Your Accounting Records

The exact statement set depends on your plan and source data. Each output is prepared as part of one coordinated reporting pack rather than as disconnected spreadsheets.

Profit & Loss

Revenue, cost and expense presentation for the agreed reporting period using the supplied account structure and confirmed classifications.

Core Statements · Complete Set · Reporting Pack

Balance Sheet

Assets, liabilities and equity arranged into a structured statement of financial position with balance and period checks.

Core Statements · Complete Set · Reporting Pack

Cash Flow Statement

Operating, investing and financing cash movements prepared when source data supports a reliable cash flow build and tie-out.

Complete Set · Reporting Pack

Changes in Equity

Opening equity, period movements and closing equity presented consistently with the statement set and available equity records.

Complete Set · Reporting Pack
Preparation Quality

Checks That Matter Before the Files Leave the Workspace

The review is focused on statement integrity and presentation within the agreed preparation scope.

01
Balance sheet equationAssets are checked against liabilities and equity in the prepared output.
02
Period consistencyStatement dates, comparative labels and reporting periods are reviewed for consistency.
03
Cross-statement tiesKey movements are checked across the profit and loss, balance sheet, cash flow and equity outputs where applicable.
04
Classification reviewUnclear or unusual account mappings are identified for confirmation rather than silently assumed.
Review Controls

What the Handoff Should Make Easy to Review

A finance stakeholder should be able to see what was prepared, which source set was used and where open questions remain.

Source TraceabilityStatement lines can be connected back to the agreed balance source or schedule.
Clear LabelsStatement headings, dates and classifications are consistent across the pack.
Open-Point VisibilityMaterial unresolved questions are identified rather than hidden in the final output.
Version ClarityDelivered files are labeled so the reviewed version is easy to distinguish.
Before & After

From Source Balances to Reviewable Financial Statements

This comparison describes the working-state change created by preparation support—not a claim about business performance or financial outcomes.

BeforeAccount balances exist mainly in the trial balance or ledger

The data may be accurate but is not yet arranged into a statement format for review.

AfterBalances are mapped into the agreed financial statement structure

The reporting pack presents the same source information in a clearer statement hierarchy.

BeforeStatement classifications are implicit or inconsistent

Account names alone may not show how each balance should appear in the final reporting view.

AfterMappings and presentation choices are made explicit

Unclear classifications are surfaced for confirmation and agreed labels are used consistently.

BeforePrimary statements may be maintained as separate working files

Cross-statement relationships can be harder to review when outputs are prepared independently.

AfterThe statement set is prepared and checked as one reporting pack

Key balances, periods and movements are reviewed across the selected statements.

BeforeOpen questions can remain buried in working notes

Reviewers may not know which items still require a decision or source clarification.

AfterOpen points are identified for handoff and follow-up

The delivered pack can include clear notes on unresolved classifications, missing support or assumptions within scope.

Common Requirements

When Financial Statement Preparation Support Is Useful

Different reporting situations call for different scope. These are common reasons a business or finance team may need preparation capacity.

Year-End Internal Reporting

Your books are substantially closed and you need a structured statement set for management or year-end review before other professional work begins.

One period

Management Reporting Pack

You need primary statements and selected supporting schedules presented consistently for recurring internal review.

Reporting pack

Lender or Stakeholder Presentation

You need organized financial statement outputs from existing records in a cleaner, easier-to-review format, subject to the recipient's requirements.

Presentation support

Finance Team Capacity Support

Your internal team owns the close but needs additional preparation capacity for statement assembly, formatting and consistency checks.

Team support

Prior-Period Comparison

You have compatible prior-period data and need comparative columns or consistent statement layouts for easier period-on-period review.

Comparatives

Custom Multi-Entity Scope

You need multiple entities, reporting periods or a more complex presentation. The data structure and consolidation requirements are reviewed before quoting.

Custom quote
Deliverables

What You Receive at Handoff

The deliverable is the agreed statement pack and supporting preparation output—not a generic report with unverified assumptions.

Selected Financial StatementsPrepared according to the plan and source data available.
Excel Working OutputWhere included, a structured spreadsheet version for review and onward use.
PDF Reporting CopyWhere requested, a clean fixed-format version suitable for sharing.
Supporting SchedulesSelected schedules included in the Reporting Pack or agreed custom scope.
Open-Point NotesMaterial unresolved classifications or missing inputs highlighted for follow-up.
Revision Round(s)Consolidated feedback incorporated according to the selected plan.
Scope Boundaries

Preparation Is Different From Assurance or Certification

Rudrriv prepares agreed outputs from supplied records and instructions. The standard service does not replace professional responsibilities that may apply to your entity or jurisdiction.

  • No audit opinion, review conclusion or assurance report
  • No statutory sign-off or regulated certification
  • No tax return preparation or filing unless separately contracted
  • No legal opinion or guarantee that a statement meets a third party's acceptance criteria
  • Complex accounting judgments and disclosure requirements may need separate specialist advice
Frequently Asked Questions

Financial Statement Preparation Support FAQs

Answers to common questions about source data, statement scope, pricing, delivery and the limits of preparation support.

What does financial statement preparation support include?

The service turns organized accounting records such as a trial balance, general ledger and supporting schedules into agreed financial statement outputs. Depending on scope, this can include a profit and loss statement, balance sheet, cash flow statement, statement of changes in equity and supporting presentation schedules.

What information do I need to provide?

For the most efficient preparation, provide the reporting period, entity details, reporting basis where known, a finalized or near-final trial balance, general ledger or accounting export, prior-period statements if relevant, bank or reconciliation support for key balances and any required statement format.

Can you prepare statements from a trial balance?

Yes. A clean and reasonably complete trial balance is the most suitable input for the entry plan. If records are uncategorized, unreconciled or incomplete, additional bookkeeping, clean-up or account analysis may need to be scoped separately before statement preparation.

Which financial statements can be prepared?

Scope can cover a profit and loss or income statement, balance sheet or statement of financial position, cash flow statement, statement of changes in equity and selected supporting schedules. The exact set depends on the plan, source data and reporting purpose.

Do you prepare statements under IFRS, GAAP or another reporting basis?

Rudrriv can prepare statement presentation using the reporting basis, chart of accounts and policies supplied or confirmed for the engagement. Complex technical accounting conclusions, statutory sign-off, audit opinions and assurance work are outside standard preparation support and should be handled by appropriately qualified advisers where required.

How much does financial statement preparation support cost?

The entry plan starts at $20 USD for a narrow scope: one entity, one reporting period, a clean trial balance and two core statements. A complete four-statement set starts at $50, while broader reporting packs start at $100. Multi-entity, multi-period, consolidation, clean-up or complex reporting needs are quoted separately.

How long does the service take?

Standard delivery is 5–7 working days after the required source records and scope are available. Timing can change when records are incomplete, classifications require clarification, several entities or periods are involved, or a custom reporting format is requested.

Will you reconcile or fix my bookkeeping as part of this service?

Basic consistency checks are part of statement preparation, but full bookkeeping clean-up, transaction reconstruction, bank reconciliation, tax adjustment work and historical catch-up are not automatically included. If the source records need remediation, Rudrriv can identify the issue and propose a separate scope before preparation continues.

What files will I receive?

Deliverables are normally provided in Excel and/or PDF according to the selected plan and agreed format. Supporting schedules or a presentation-ready reporting pack may be included where the plan specifically lists them.

Is this an audit, review or assurance service?

No. Financial Statement Preparation Support is a preparation service based on records and instructions supplied for the engagement. It does not provide an audit opinion, review conclusion, assurance, statutory certification, tax filing or legal advice.

Can the scope be customized for multiple entities or reporting periods?

Yes. Multi-entity, comparative, monthly, quarterly, annual, group-reporting or custom management-reporting requirements can be scoped separately. The team will review the source data, number of entities, reporting periods and required outputs before confirming price and timing.

How do I get started?

Choose the closest plan or use the enquiry form below. Share your reporting period, available records, required statements, reporting basis if known and any deadline or presentation format. Rudrriv will review the scope before work begins.

Scope Your Requirement

Tell Us What Financial Statements You Need Prepared

A concise reporting brief helps us determine whether a standard plan fits or whether your records need a custom preparation or clean-up scope.

1
Reporting periodMonthly, quarterly, annual or another defined period.
2
Available recordsTrial balance, general ledger, accounting export, prior statements and schedules.
3
Required statement setP&L, balance sheet, cash flow, equity and any supporting schedules.
4
Purpose and deadlineInternal reporting, lender/stakeholder use, finance-team support or another purpose.
Financial Statement Enquiry

Request a Scope Review

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