Financial Reporting You’ll Actually Understand
Clear, practical insights that help you run a stronger construction business — not confusing reports you’ll never use.
What This Service Is
Every month, we deliver clean, accurate financial statements so you always know where your business stands. You’ll get a Profit & Loss statement and Balance Sheet, along with a short Insights summary that highlights key changes and trends.
It’s bookkeeping reporting made simple — no spreadsheets, no jargon, and no guessing.
Why Construction Businesses Need It
Contractors don’t have time to decode complicated financial reports. But you do need to know:
Whether you made money
Where your cash is going
How expenses changed
Whether anything looks off
What might need attention
Clear financial reporting helps you stay organized, stay compliant, and stay aware of what’s happening in your business — without spending hours trying to interpret data.
What Compass Does Differently
Most bookkeepers just email a P&L and call it good.
Compass gives you:
Accurate monthly Profit & Loss and Balance Sheet
A short, easy-to-read Insights summary pointing out notable changes
Reports delivered consistently every month
Clarity where you need it, without the overwhelm
Answers to your reporting questions whenever they come up
If you ever want deeper analysis, forecasting, or financial strategy, we offer separate advisory services — but your monthly reporting stays simple, clear, and useful.
What’s Included
Monthly Profit & Loss statement
Monthly Balance Sheet
Cash Flow Statement (if applicable)
Job Profitability Reports (if applicable)
“Compass Insights” email summarizing key highlights
Notes on unusual transactions or changes
Clean, accurate numbers you can trust
Support for questions about your reports
(Advisory, forecasting, budgeting, and deeper analysis are available as separate services.)
How to Get Started
Consistent reporting begins with clean, accurate books. That’s why every Compass client starts with a Deep Dive Review, where we evaluate your file and outline what needs to be corrected before reporting can begin.
Ready for simple, reliable financial reports each month?
Start with a Deep Dive Review.