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Profit & loss statement
Your income and expenses set out clearly, so you can see what the business actually earned and where the money went.
Services
Financial statements in Castle Hill.
Year-end financial statements that show exactly how your business is tracking, prepared properly for your tax return, your lender and your own decisions.
In short
R Dhillon & Co are Chartered Accountants in Castle Hill who prepare year-end financial statements for companies, trusts, partnerships and sole traders across the Hills District. We turn your books into a clear profit and loss, balance sheet and supporting notes, reconciled and ready for your tax return, your bank and the decisions you need to make.
What's included
A clear picture of your year.
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Balance sheet
Your assets, liabilities and equity at year end, so you know exactly what the business owns and what it owes.
03
Notes & reconciliations
The supporting notes and reconciliations behind the numbers, so the accounts stand up to scrutiny from the ATO, a lender or a buyer.
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Every structure covered
Statements prepared for companies, trusts, partnerships and sole traders, in the right form for how your business is set up.
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Ready for your tax return
Your statements prepared alongside your tax return, so the two agree, nothing is doubled up, and nothing has to be redone.
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Reporting a lender will accept
Clean, professional accounts you can hand to a bank or broker when you are borrowing or refinancing, without the follow-up questions.
How it works
Four steps, no fuss.
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A free first chat
We learn how your business is structured and what your year looked like, with no obligation.
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Send us your books
Your Xero or MYOB file, or your records, whatever you have. We reconcile it and query anything that does not line up.
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We prepare and check
We prepare your statements, reconcile the balances, and review them properly before you ever see them.
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Statements you can use
Finalised accounts, walked through in plain terms, ready for your tax return, your lender and your planning.
How we helped
From scattered records, to accounts the bank accepted.
A company director came to us needing several years of financial statements to refinance, with records spread across spreadsheets and receipts. We reconstructed each year, prepared clean profit and loss and balance sheet statements, and delivered a set the lender accepted first time.
They secured the finance they needed, with accounts that finally reflected what the business was really worth.
A real client. Details anonymised to protect their privacy.
Fees
Clear fees, estimated up front.
Financial statements are usually prepared with your year-end tax return and priced together, based on your structure and the state of your records.
With your tax return Prepared and priced together
Bundled Company / trust accounts Full statements plus notes
On quote Prior-year catch-up Multiple years reconstructed
On quote Financial statements are usually quoted together with your year-end tax return. You get an estimate before we start.
FAQs
Questions we get asked.
They are the formal summary of your business's year: a profit and loss showing what you earned and spent, and a balance sheet showing what you own and owe, with notes explaining the figures behind them.
Companies and trusts generally need them each year for tax and their records. Sole traders and partnerships often need them too, especially when borrowing, selling or planning ahead. We prepare the right set for your structure.
Yes, and it works best that way. When the same firm prepares your statements and your return, the two agree, nothing is doubled up, and your year end is far smoother.
Yes. We reconstruct and prepare financial statements for years that were never done or need redoing, and bring your accounts and lodgements back up to date with the ATO.
Yes. We prepare clean, professional accounts in the form lenders expect, so you can hand them straight to your bank or broker without the back and forth.
Your books for the year, whether that is a Xero or MYOB file or your own records. We reconcile what you have and chase up anything missing so you do not have to.
What comes next
Your statements feed your tax return. See how we prepare and lodge it.
Ready when you are
Let's get your numbers in order, and your time back.
Book a free 15-minute chat and we'll tell you where you stand, and what to do next.
Fees estimated up front · No obligation · Straight answers