If you are already a Waddy bookkeeping client, we can login directly to your online bank account to download your data. Otherwise, you can email us a secure copy of your bank account statements or excel spreadsheets, and we do the rest.
Yes. We can generate a Net Worth statement by asking you specific questions about your assets and liabilities. We also have direct access to the Multiple Listing Service, so we can tell you an approximate value of your home.
Some reports can be generated by the next business day. Other, more complex reports may take longer to create. The sooner you provide us with the information we are requesting, the quicker we can compile and return your report. We will provide you with an estimated delivery date when we receive your information.
Our financial statements are always reviewed for accuracy and content to ensure the details are relevant to the requesting party. For example, if a mortgage company is requesting a financial statement, the report should be formatted differently than those prepared for a taxing authority or a bank lender. We thoroughly review each report to ensure the proper statement is created for the proper use.
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