Our Services

Financial Reporting

Prepare for Success

Reporting financial results and supporting information for a review or audit, to internal or external stakeholders, can be a daunting task. We bring a sound and methodical process to ready your business, so you are fully prepared.

Financial Reporting Services

  • Annual Reporting Return
    • Detailed Schedules/IRS Form 990
  • Onsite Fieldwork
    • Employee interviews
    • Review support documents
    • Identify exceptions
    • Prepare written audit comments
  • Variance Analysis Revenue and Expense
    • Pinpoint deviations
    • Actionable steps to maximize revenue/reduce expenses
  • External Audit Material Compilation
    • Amass detailed and required information
  • Account Reconciliation
    • Ensure efficient financial close
    • SOX compliance

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Testimonials

"My business relationship with Simons Bitzer began in 2009, and once introduced, Greg and his skilled and talented team were very proactive and professional. They took the time to get to know me and my business. They have become a trusted partner and I appreciate their business savvy approach to problem solving, and their immediate response to any questions. Collectively, the team has a wealth of knowledge, and they are proactive on all my tax and accounting needs, allowing me the freedom to focus on growing my business.

It gives me great security to know there’s always quality advice on hand as my business grows and I have to make decisions. I highly recommend Simons Bitzer to those who are thinking of seeking professional accounting services, or to simply provide a “health check” on your current accounting business."

–Deb Walton, Owner, Indy City Gifts

Ready to connect and learn more about our Financial Reporting service?