Unlock the power of your financial data.

Financial Statement Analysis And Reporting

Kansas City’s Knowledgeable Financial Reporting Team.

Financial data can feel like a foreign language to some Kansas City business owners. We’re here to help you speak fluent numbers! Our financial statement analysis and reporting specialists go beyond boring spreadsheets and provide an easy-to-digest visual representation of your financial statements.

With us, you’ll get a deeper understanding of your business’s performance, identify areas for growth, and make smarter business decisions. We’ll work with you to tailor our reporting to your specific needs, whether it’s a breakdown of profitability by division or a quick-read summary of key performance metrics. And if you’re a business with multiple entities, we’ve got you covered with consolidated financials.

Our experts are here to ensure you’re not just staring at numbers but understanding what they’re saying.

Extensive Financial Reporting Solutions That Reveal the Big Ideas in Your Numbers

We offer comprehensive financial statement analysis and reporting services to help unlock the power of your financial data and reveal the “aha” moments hidden in your numbers. Our Kansas City-based team can help with all your company’s financial reporting needs, including:

Balance Sheets

Our firm provides detailed balance sheet preparation and analysis, ensuring accurate reporting of assets, liabilities, and equity. These reports help our clients assess their financial stability and identify potential liquidity or debt concerns to improve decision-making.

Income Statements (P&L)

We generate comprehensive income (profit and loss) statements to track your company’s revenues, expenses, and profitability. Our experts analyze financial trends, cost structures, and profit margins, to provide strategic insights for performance and growth.

Cash Flow Statements

Our cash flow statements help our clients monitor cash inflows and outflows across all business activities. We provide cash flow forecasting, liquidity analysis, and optimization strategies.

Equity Statements

Detailed shareholder equity statements track equity transactions. Preparation and analysis of these reports can help our clients and their investors assess stability, ownership structure, and more.

Quarterly and Annual Reports

Enhance transparency and investor confidence with professional quarterly and annual report preparation. Our team ensures compliance, provides in-depth business performance analysis, and creates shareholder-ready reports.

EBITDA Analysis

We offer EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) analysis to evaluate core business profitability. Our experts calculate and interpret EBITDA to support investment or valuation decisions.

Budget and Variance Reports

We compare actual financial results to budgeted figures to identify concerning discrepancies and assess financial risks. We create realistic financial plans tailored to your business’s goals. We assist in revenue forecasting, expense allocation, and financial target-setting to enhance financial discipline and strategic planning.

Key Performance Metrics

Tailored to your business and specific needs. These metrics are designed to be a quick-read visual summary of your performance. They include growth metrics, annual recurring revenue (ARR), current gross margins, comparisons to prior periods, a breakdown of profitability and margins, a profitability summary, a rolling tax projection summary, and historical data.

How Your Kansas City Business Can Benefit From Partnering With a Professional Financial Reporting Firm

Business owners often find themselves drowning in financial data and struggling to understand it. The challenge of effectively analyzing and understanding financial statements can lead to missed opportunities, undiscovered ideas, and inaccurate decision-making in a business. With the right approach and tools, businesses can quickly identify trends, make informed decisions, and measure the success of their financial strategies and overall business performance.

Expertise & Compliance Assurance

Our expertise ensures accurate financial reporting, reducing the risk of errors, penalties, or non-compliance with tax and financial regulations.

Time and Cost Efficiency

Eliminate the need for an in-house team, and reduce labor costs and overhead. Our clients are free to focus on core operations.

Enhanced Accuracy & Transparency

An unbiased team ensures transparency. Our advanced tools ensure precise calculations and clear, audit-ready reports.

Access to Advanced Technology

We use the latest financial software and automation and analytics tools—so you don’t have the cost of purchasing and maintaining these systems in-house.

Risk Mitigation & Audit Readiness

We ensure compliance with audit requirements, reducing financial and legal risks. We help businesses prepare for audits efficiently, minimizing disruptions and potential liabilities.

Strategic Financial Insights

We analyze trends, risks, and opportunities to help your business interpret financial data to improve decision-making, optimize cash flow, and enhance profitability.

See What Current Kansas City Clients Are Saying About Our Firm’s Services

Notion CFO & Advisors, a professional accounting firm that provides excellent service and advice for our company. They prepare our monthly financials and are there for us when we need advice on Tax Preparation and Budgeting. They are very efficient and we are impressed with how personable and helpful they can be in supporting our needs. I highly recommend Notion CFO & Advisors!

I operate a large flight school in downtown KC and have been working with Notion CFO & Advisors for a couple years now. I recommend them to anyone who is in need of experts in the financial space. They are attentive, thorough and professional. They are always happy to answer my financial questions (and I have a lot!) and are a true pleasure to work with.

Notion CFO & Advisors are always responsive, knowledgeable, and truly engaged with my business.

Why You Should Choose Notion CFO & Advisors Over Other Kansas City Firms That Offer Financial Reporting Services

We Approach Your Financial Goals With Big Ideas

Reaching your financial goals often requires innovative thinking—and that’s our specialty. Our dedicated financial experts go beyond traditional approaches, exploring creative strategies to maximize your financial benefits.

We’re Committed To Professional Development

We are committed to staying up to date on the latest financial reporting standards and regulations to provide accurate, insightful reports for our clients. By sharing our expertise and delivering meaningful financial insights, we create a collaborative partnership that drives growth and informed decision-making.

We’re Proactive

We stay ahead by proactively anticipating and meeting our clients’ needs. By continuously seeking opportunities to assist and support, we create a seamless and efficient partnership.

We’re Goal Focused

Our results-driven approach keeps both our team and clients aligned toward a clear, achievable destination. By setting defined, measurable goals, we ensure focus, direction, and long-term success.

We’re Proactive

We stay ahead by proactively anticipating and meeting our clients’ needs. By continuously seeking opportunities to assist and support, we create a seamless and efficient partnership.

We’re Goal Focused

Our results-driven approach keeps both our team and clients aligned toward a clear, achievable destination. By setting defined, measurable goals, we ensure focus, direction, and long-term success.

Reveal the big ideas in your numbers.

We offer comprehensive financial statement analysis and reporting services to help unlock the power of your financial data and reveal the “aha” moments hidden in your numbers.

Our financial statement analysis and reporting service includes basic financial statements such as balance sheets, income statements, and sometimes EBITDA and/or cash flow statements that help you clearly understand your financial performance. We also provide key performance metrics tailored to your business and specific needs. These metrics are designed to be a quick-read visual summary of your performance. They include growth metrics, annual recurring revenue (ARR), current gross margins, comparisons to prior periods, a breakdown of profitability and margins, a profitability summary, a rolling tax projection summary, historical data, and cash flow metrics.