Quarterly Numbers Review
A structured quarterly read of your P&L, balance sheet and cash, with written commentary.
Who this is for
Owners who get reports but rarely have time to read them properly
Businesses that want an outside read of the numbers each quarter
Teams preparing for a planning meeting or lender conversation
What you get
- A structured review of your quarterly P&L
- A review of your balance sheet and cash position
- A written commentary pack explaining what changed and why
- The four numbers to watch next quarter
How it works
Buy the review and complete a short onboarding questionnaire.
Share your quarter-end P&L, balance sheet and bank balances.
We review the three statements and write the commentary.
We deliver the commentary pack and the four numbers to watch.
Timeline
Timeline: Confirmed in writing once we have reviewed your data and agreed the start date.
What this is not
KFMB Consulting is not a CPA firm. We do not perform audits or issue audit opinions, and this service is not tax, legal or investment advice.
Quarterly Numbers Review — $247
FAQ
What do you need from me?
Your quarter-end profit and loss statement, balance sheet and bank balances.
Is this a recurring subscription?
No. Each purchase covers one quarter. Buy again when you want the next review.
Do my books need to be up to date?
Yes. The review reads the statements you provide, so they need to be reconciled to quarter-end.
Is this an audit or tax advice?
No. KFMB Consulting is not a CPA firm and does not perform audits. This is a financial review, not tax, legal or investment advice.