Financial Reporting & Management

Gain clarity about business finances, so you can set and meet your goals

When you need a competitive advantage, knowledge is power.

As an owner, you need to know what’s going on behind the scenes. You need to understand your business’s strengths and weaknesses – so you can stay the course with what’s working and fix what isn’t working.

And when you’re reporting to banks or loan providers, quality financial information isn’t just a “nice-to-have.” It’s essential.

At Coker James, our reporting and management services provide the clarity you need and the reporting your financial institutions require. With quality reports in hand, you can make well-informed, financially-driven decisions that improve business performance.

Achieve these goals when you work with Coker James

  • Identify financial strengths and weaknesses
  • Control costs and optimize profitability
  • Monitor ongoing issues to minimize negative outcomes
  • Expose and mitigate hidden financial risks
  • Learn from historical performance trends
  • Provide lenders and investors with reliable financial data

Get the freedom you need to run your business.

Grappling with financial data is challenging and time consuming. As an owner, you need a trusted partner to handle financials – so you can focus on work that matters to you.

Satisfy reporting requirements and gain access to capital.

Sail through the red tape and start making headway. We audit, review, compile or prepare the reports your lenders and partners need.


A complete suite of financial compliance, reporting and management services

  • Audit, review, and compilation of financial statements
  • Financial management report assistance
  • Periodic report interpretation
  • GAAP assistance
  • Accounting services and procedures review support
  • Business performance review
  • Trend analysis
  • Periodic business meetings
  • Annual business profit potential analysis
  • Cash flow projections
  • Budget analysis

Start making well-informed financial decisions and achieve business goals.