Our services

Understand your business’s financial health.

Gain insights into your cash flow, profit margins, and other key financial metrics

FINANCIAL
REPORTING

Average money saved

Understanding your business’s financial health is vital for making informed decisions.

We go beyond basic bookkeeping by providing customized financial reports tailored to your specific requirements. Gain insights into your cash flow, profit margins, and other key financial metrics, empowering you to make strategic decisions with confidence.

From detailed monthly statements to comprehensive analytical reports, we provide a full spectrum of reporting solutions designed to bring clarity to your financial landscape.

  • Balance sheets: presents a company’s assets, liabilities, and shareholders’ equity at a specific point in time. It provides insights into the company’s financial health, liquidity, and overall net worth.

  • Cash Flow Statements: tracks the flow of cash into and out of the business. It categorizes cash inflows and outflows into operating, investing, and financing activities, offering a view of a company’s ability to generate and manage cash.

  • Income Statement (Profit and Loss Statement): This report summarizes a company’s revenues, costs, and expenses over a specific period, resulting in either a net profit or loss. It provides insights into the company’s ability to generate profit from its core operations.

business services

Providing trusted, expert support to empower your business

Whether you operate in technology, healthcare, finance, or any other sector, our professionals bring a wealth of experience to provide tailored strategic and financial insights

Our services

Other services we offer

business services
Bookkeeping Services

Say goodbye to the complexities of traditional bookkeeping.

Payroll Services

The Coastal Exec team simplifies the process of meeting your payroll responsibilities

virtual bookkeeping
Business Startups

Your success story begins with the right foundation – let us help you build it.

Guaranteed Accountability

We deliver results

“I can’t express how grateful I am for the exceptional bookkeeping services provided by The Coastal Exec. They are professional, reliable, and have significantly improved the organisation of our financial data. I highly recommend their services!”

Bianca Jolly – DS5 Translations

“As a busy entrepreneur, having a reliable bookkeeping service is crucial. Danielle has exceeded my expectations with her efficiency and precision in managing our accounts. I no longer worry about financial discrepancies, thanks to her expertise.”

Evan Hoffman

“Working with Danielle and her bookkeeping service has been a game-changer for my small business. Her attention to detail and accuracy in managing our financial records have given us peace of mind and allowed us to focus on growing our business.”

Richard Jeremy