Accurate financial reporting is one of the most powerful tools a business can have. When your numbers are clear, consistent, and easy to understand, decision-making becomes strategic rather than reactive. At Legend Bookkeeping, I provide comprehensive financial reporting services designed to give you the clarity and confidence you need to guide your business forward.
I’m Maggie LaHaie, founder of Legend Bookkeeping. Throughout my career—spanning corporate accounting, economic analysis, and hands-on bookkeeping—I’ve seen how transformative strong financial reporting can be for small and mid-sized businesses. When owners truly understand their numbers, they gain more control, more stability, and more opportunity for growth.
Financial reporting is more than sending a monthly spreadsheet. It’s about creating a complete picture of your business’s health. It helps you answer essential questions:
- Is my business profitable?
- Where is my money going?
- Which products or services perform the best?
- Are my expenses growing faster than revenue?
- Can I afford to hire, expand, or invest?
- What financial issues are on the horizon?
My reporting services are designed to give you meaningful insights—not just data.
Core Reporting Services
Monthly Financial Statements
Each month, you’ll receive accurate, organized, and easy-to-read reports, including:
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Accounts Receivable & Payable summaries
- Custom reports tailored to your business
I walk you through what the numbers mean so you can make informed decisions with confidence.
Cash Flow Tracking & Analysis
Cash flow is one of the biggest predictors of long-term business success. I help you monitor inflows and outflows, identify patterns, and prevent cash shortages before they happen.
Budget-to-Actual Reporting
Comparing your actual performance to your budget reveals what’s working, what needs adjustment, and where your opportunities lie.
Job Cost, Department, or Class Reporting
For businesses that need segment-based reporting—like construction, hospitality, retail, or manufacturing—I create clean category-based reporting that helps you understand profitability at a deeper level.
Custom Dashboards
I turn raw financial data into simplified visuals and dashboards that make it easy to track KPIs, trends, and financial health at a glance.
Why Strong Reporting Matters
Reliable reporting gives business owners:
- Better profitability
- Improved cash flow
- Clearer financial strategy
- Lower risk
- Higher operational efficiency
- Stronger growth planning
When your reporting is consistent and accurate, you gain the ability to forecast, benchmark, budget, and pivot quickly when needed.
Technology & Accuracy
I work with a wide range of bookkeeping and accounting platforms—including QuickBooks, Xero, Procore, and others—to extract, organize, and present your financial data in the clearest possible way. Every report is built with accuracy, confidentiality, and best-practice accounting standards at the forefront.
Above all, my goal is to make financial information accessible—not intimidating. Whether you’re familiar with reading financial statements or brand new to the process, I’ll walk with you every step of the way.
If you’re ready to gain clarity, direction, and confidence through high-quality financial reporting, I’m here to help.
