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A La Carte Services

Financial Statement Preparation

We provide expert Financial Statement Preparation Services to help businesses and individuals maintain accurate, compliant, and insightful financial records. Our services are tailored to support better decision-making, enhance financial transparency, and meet regulatory and stakeholder requirements.

Balance Sheet Preparation

We prepare comprehensive balance sheets that accurately present your assets, liabilities, and equity position at any given time.

Income Statement (Profit & Loss Statement)

Our consultants generate clear and concise income statements that reflect your revenues, expenses, and net income over specific periods.

Cash Flow Statement

We prepare detailed cash flow statements to track the inflow and outflow of cash across operations, investing, and financing activities.

Statement of Changes in Equity

For businesses requiring a deeper understanding of equity movement, we provide statements outlining owner contributions, distributions, and retained earnings.

Customized Management Reports

In addition to standard financial statements, we can create customized internal reports to support strategic planning and management oversight.

Why Choose Us

ï‚· Accuracy & Compliance

We ensure all financial statements adhere to applicable accounting standards (GAAP, IFRS, or client-specific frameworks).
ï‚· Timely Reporting
We meet all deadlines and help you stay ahead of tax filings, audits, and board reporting requirements.
ï‚· Scalable Solutions
Whether you're a startup, growing company, or established enterprise, our services scale with your business.
ï‚· Audit-Ready Documentation
Our preparation process includes organized, audit-friendly documentation that simplifies third-party reviews.

CONTACT
LOCATION
HOURS

Email: diem@carpediemfin.com

Phone: 817-614-5265

Based in Dallas, TX 

Serving Clients Nationwide

Mon - Fri: 8am - 5pm

​​Saturday: Closed

​Sunday: Closed

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