Financial Reporting: Growth and Prosperity

Innovative technology improves accuracy, and accuracy ultimately improves your profitability. You can rely on Waddy for the best in financial reporting. As with our bookkeeping services, when you use Waddy for financial reporting, you gain the time you need to concentrate on what you do best – running your company.

In order to grow your company, at some point, you’ll need a loan, and the lender wants to know your story… the story told through your financial statements. The Waddy team can expertly tell that story through your profit/loss statements and financial reports. Furthermore, different lenders require different information. We know the ropes and will ensure that you are telling the right story to the right person in order to enhance and expedite loan approvals and secure competitive rates.

With Waddy’s financial reporting, you get:

  • Payables reporting including vendor invoice reports, invoice classification for proper GL accounts, and aging reports.
  • Invoice and sales reports and aged receivable reports.
  • Customer reports.
  • Individual net worth reports.
  • Bank reconciliations that can be set up for daily reporting, so we’ll alert you to matters that need prompt attention.
  • General ledger reports including income statements, balance sheets, trial balances, etc.
  • Inventory reports.
  • Payroll reports.
  • Customized financial statements to meet your organization’s unique needs.

Back office efficiency drives success, and the beauty of partnering with Waddy is that your “back office” doesn’t need to be in your back office tying up your precious resources. We’re experts in providing secure, remote service no matter where you are located. We have clients throughout Baltimore and the surrounding regions and in various states across the country.

Contact us today and let us take over your back office. You have better things to do.

Knowledge | Trust | Personal Service | Expert Advice… Waddy Delivers