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The Accounting Operation Your Business Can Rely On.

From accounting cleanup to ongoing bookkeeping, reconciliations, and financial reporting, P&L manages the accounting work that keeps your business organized and financially prepared.

What We Manage

Accounting Cleanup & Organization

Review and organize financial records, address outstanding bookkeeping issues, and establish a dependable accounting foundation.

Monthly Bookkeeping & Reconciliations

Maintain transaction records, reconcile accounts, and complete recurring accounting processes.

Financial Statements & Reporting

Prepare the financial information business owners need to monitor performance and meet reporting obligations.

Accounting Process Management

Coordinate accounting workflows, document requests, month-end activities, and reporting responsibilities.

Compliance Coordination

Support the accounting records and documentation needed for applicable tax and reporting requirements, including coordination with qualified specialists.

Financial Performance Reporting

Provide expanded performance analysis, KPI reporting, and digital dashboards through enhanced service arrangements.

The P&L Standard

01 — Accounting Preparation

Structured financial processing, reconciliation, and documentation.

02 — Technical Review

Review for completeness, accuracy, and unresolved accounting items.

03 — Quality Assurance & Approval

Final oversight and authorization of the completed reporting package.

Choose Your Reporting Experience

Essentials

Dependable accounting.

Consistent financial reporting.

For businesses that need their books maintained properly and financial statements delivered consistently.


Planned inclusions:

 

  • Monthly bookkeeping and reconciliations

  • Accounting operations and oversight

  • Standard financial statements

  • Basic monthly reporting summary

  • Agreed compliance coordination


Praxa client login is not included.

Performance

Comprehensive accounting.

Deeper financial intelligence.

For growing businesses seeking a more comprehensive reporting and financial management experience.


Planned inclusions:​

 

  • Essentials accounting services

  • Expanded financial reporting

  • Financial dashboard and KPI access

  • Individual Praxa client portal login

  • Monthly performance reporting

  • Comprehensive quarterly Performance Report

  • Financial review meeting at a frequency to be finalized

Monthly and Quarterly Reporting

Monthly Reporting

Focused on completed financial results, major changes, cash position, and financial items requiring attention.

Quarterly Performance Reporting

Focused on multi-month trends, margins, profitability, financial performance drivers, and significant financial risks.

Platform Experience

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Your Accounting Deserves a Better Operating Standard.

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