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| PlanGuru gives you an extensive set of customizable presentation quality reports that comply with AICPA reporting standards. Reports you can print and give to your client. |
| PlanGuru Reports |
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Balance sheet, income statement, statement of cash flow and statement of retained earnings |
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Ratio reports |
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Breakeven analysis |
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Assumptions and comments reports - to document your work |
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Non-financial items report |
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Budget vs actual reports for balance sheet, income statement, cash flow and ratios |
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PlanGuru Consultant also prepares the accountant's report, engagement letter, representation letter and procedure checklists |
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Flexible reporting formats |
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Print reports with yearend amounts for up to 7 years including both historical and forecasted amounts |
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Print reports for a single year with interim periods |
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Combine actual results for expired periods with forecasted amounts for unexpired periods of the year |
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Report on a 12 month period that spans 2 fiscal years |
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| Customization options |
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Completely customizable report titles and footers |
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Control page breaks and page numbering |
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Select fonts and font styles |
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Optional shading of column headings and total lines give reports a professional look |
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Add color for extra impact |
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Export reports to Word, Excel or pdf files |
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Charts and graphs |
| Impress your clients with charts and graphs of their revenue and expenses, cash flow, financial ratios or breakeven. The possibilities are almost limitless. |
| To see sample reports click below |
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