Services - Our Reports

Let our accessible reports and FREE professional consultations help guide you toward financial independence.

Our reports provide information in a straightforward and understandable format.

We Focus on Your Cash

Since cash is the lifeblood of any small business, our reports focus on it and enable you to better manage your business. Unlike traditional financial statements provided by CPAs and bookkeepers, our reports allow you to readily determine the sources of your cash (receipts) and uses of your cash (disbursements).

Combining The Strengths of Traditional Reports

Though our reports focus on cash, they also include additional critical information. Our reports provide detail not readily displayed on traditional financial statements, for example disbursements for capital outlays like equipment or furniture, loan repayments, and personal items.

Take a look at several sample reports today [Adobe Acrobat reader required to view the following sample reports]:

Monthly Schedule of Receipts and Disbursements
Receipts and Disbursements Detail
Vendor Disbursement Report

Small business success is our first priority. For more information on how we can save you time and money, call toll free 1-888-643-1348 for the office nearest you.

Get Started Today

Find an office near you today to take advantage of the CFOToday System® for your business.

"I've been profitable in business for several years, but until I started using your system I really couldn't tell where my money was coming from, and where it was going. Unlike the financial statement that I used to receive from my accountant, your reports are clear and easy to read."

John P. Hayes, President
The Hayes Group, Inc.
Fort Washington, Pennsylvania

"Your simplified and efficient accounting system has proven to be very important to my business. The information that you provide has also been extremely helpful as well as quite informative."

Leonard M. Strent
Mail Boxes Etc., USA
Tampa, Florida