At Susan Matlack Jones & Associates, producing accurate and meaningful financial statements is our core service. We work with each client to custom design their statements. We ensure that statements are delivered timely and are useful to each client’s staff, board of directors, and other decision makers.
The flexibility of our high-end professional accounting software, Sage 300, allows for many options when we design financial statements. Our reports will make sure that you are getting the precise information you need. We are also happy to teach you, your staff, and your board how to read the reports, so you can get an accurate picture of your organization's financial position.
Our knowledgeable staff can help you and your board understand your organization's financial position.
Besides the Statement of Financial Position and the Statement of Activities, reports may include:
Restricted funds activities and net assets
Endowment fund earnings and takedowns
Operating funds activities and net assets
Analytical reports including graphs and charts
Cash trends and management