Year-End P&L Service
Professional Financial Statement Preparation
Every January, business owners spend countless hours organizing records and creating their P&L for taxes. This year, let us handle it with our AI-powered processing system that delivers professional results with 95% accuracy.
Service Overview
Our Year-End P&L Service provides comprehensive financial statement preparation for your 2024 business year. We use advanced AI technology combined with professional oversight to deliver accurate, IRS-ready financial statements.
How It Works
- Upload Your Documents - Submit your 2024 financial records by December 15
- AI Processing - Our advanced system categorizes transactions with 95% accuracy
- Professional Review - Experienced accountants verify and finalize your statements
- Receive Your P&L - Get your completed financial statements by January 15
Choose Your Package
We offer three packages designed to match your business size and transaction volume:
Basic Package - $299
Perfect for: Freelancers and side businesses
Includes: - Up to 300 transactions - AI categorization (95% accuracy) - Vendor normalization - Professional P&L statement (PDF) - Expense summary by category
Ideal for: - Solo freelancers - Side businesses - Simple income streams - Gross revenue under $50k
Professional Package - $499 ⭐ MOST POPULAR
Perfect for: Growing businesses with multiple revenue streams
Includes: - Up to 750 transactions - Everything in Basic package - Excel export (fully editable) - Multi-account reconciliation - Detailed transaction listing - 7-day turnaround guarantee
Ideal for: - Small businesses ($50k-$200k revenue) - Multiple bank accounts - Business credit card tracking - Need for editable records
Business Package - $799
Perfect for: Established businesses and multiple entities
Includes: - Up to 1,500 transactions - Everything in Professional package - Multi-entity support (up to 3 companies) - Balance sheet included - QuickBooks-ready format - 3-day rush processing - 30-minute review call with accountant
Ideal for: - Established businesses ($200k+ revenue) - Multiple entities/LLCs - Complex operations - QuickBooks users
Add-On Services
Customize your package with these additional services:
- PDF to Excel Conversion - $49
- Additional Transactions - $0.35 per transaction
- Extra Entities - $199 per additional entity
- Rush Processing (3-day) - $100
Not Sure Which Package to Choose?
Estimate Your Transaction Count
Basic (300 transactions): - 1-2 bank accounts - Minimal credit card use - Approximately 25 transactions/month
Professional (750 transactions): - 2-3 bank accounts - Regular business credit card use - Approximately 60 transactions/month
Business (1,500 transactions): - Multiple accounts/entities - High transaction volume - Approximately 120 transactions/month
Get a Personalized Recommendation
Not sure which package is right for you? Contact us with: - Your estimated annual revenue - Number of bank/credit accounts - Business structure (sole proprietor, LLC, corporation)
We'll recommend the perfect package for your needs.
Important Dates
- Upload Deadline: December 15, 2024
- Standard Delivery: January 15, 2025
- Rush Processing Available: 3-day turnaround for Business package
Why Choose Our Year-End P&L Service?
Professional Accuracy: AI-powered processing with 95% accuracy, verified by experienced accountants
Time Savings: Eliminate hours of manual data entry and categorization
IRS-Ready: All statements prepared following IRS guidelines and best practices
Transparent Pricing: No hidden fees - you know exactly what you're paying upfront
Expert Support: Professional accountant review and consultation available
Frequently Asked Questions
What documents do I need to provide?
Bank statements, credit card statements, payment processor reports (PayPal, Stripe, etc.), and any other financial records from 2024.
How is transaction count calculated?
Each individual transaction (deposits, withdrawals, charges) counts as one transaction. We'll help you estimate your count before you commit to a package.
Can I upgrade my package after starting?
Yes, if you exceed your transaction limit or need additional services, you can upgrade at any time. We'll apply your original payment to the new package.
What if I need my P&L sooner?
Business package includes 3-day rush processing. Contact us for expedited processing options on other packages.
Do you integrate with QuickBooks?
The Business package includes QuickBooks-ready formatting. We can import your data directly or provide formatted files for easy import.
Ready to Get Started?
Don't spend your January organizing records. Let us handle your year-end P&L preparation.
Schedule a Consultation to discuss your needs and select the right package.
Questions? Contact us at admin@integrateacct.com or call (208) 602-5452.