Annual Financial Statement Preparation
Clear, accurate year-end financial statements that support your tax return, satisfy stakeholders and show how the business really performed.
Annual financial statements
Your year, clearly accounted for.
Annual financial statements summarise your business’s financial position and performance for the year. They underpin your income tax return and are often required by banks, investors and other stakeholders.
We prepare statements from well-reconciled records, applying an appropriate financial reporting framework, and explain the results in plain language.
Well-prepared statements make tax returns, funding applications and CIPC filings far smoother.
Year-end ready
Accurate.
On time.
- What they include
- A statement of financial position, income statement and supporting notes.
- Why they matter
- They support your tax return and are relied on by lenders and stakeholders.
- What we deliver
- Accurate statements, explained clearly, in time for your deadlines.
Requirements
What we need for year-end
These records allow us to prepare accurate statements efficiently.
- Trial balance or ledgers
Your year-end accounting records or bookkeeping file.
- Bank statements
Statements for all accounts up to year-end.
- Asset register
Details of assets bought, sold or written off during the year.
- Payroll summaries
Annual payroll and employee tax information.
- Loans and agreements
Loan statements, leases and significant contracts.
- Prior-year statements
Last year’s statements for comparative figures.
Don’t have everything? Bring what you have — we will tell you what is missing.
Ask us a questionHow it works
Our year-end process
A structured process that keeps your year-end on schedule.
Contact Us-
Review the records
We check your records are complete and reconciled for the year.
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Make year-end adjustments
We process the adjustments needed for accurate year-end figures.
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Prepare the statements
We draft the financial statements and supporting notes.
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Review with you
We walk you through the results before the statements are finalised.
Year-end approaching?
Start early and avoid the last-minute rush. Talk to us about your timeline.
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FAQ
Financial statement questions
Does my company need annual financial statements?
Companies are generally required to prepare annual financial statements. Whether they must be audited or independently reviewed depends on factors such as the company’s public interest score.
How long does preparation take?
It depends on the state of your records. Well-kept books mean statements can be prepared much faster.
Can you prepare statements if our books are behind?
Yes. We can bring the records up to date first, then prepare the statements.
Do you also prepare the tax return?
Financial statements are the basis for the income tax return. We can agree whether return preparation forms part of the service.
Still have questions? We’re happy to help.
Contact UsGet your annual financial statements done right
Book a consultation and we will plan your year-end with you.