Financial reporting and reconciliations

A clearer view of your Swedish business through useful financial reports and regular account reconciliations.

Skattepunkten's Office Services AB helps businesses follow up their accounting records and understand what the figures show. We can work with records prepared by us, your own finance team or another accounting firm, with reports and review routines agreed to suit your business.

Clas Ramert at Skattepunkten in a meeting with clients

Reporting that helps you follow the business

Understand your figures and follow up the details

Tell us about the business, the current accounting setup and what you want to understand or follow more closely. Registration is not an order.

If you have any questions before submitting your registration, you are always welcome to contact us.

Accounting information, explanation and follow-up

Reports and reconciliations adapted to your business

Up-to-date accounting records become more useful when important balances are reconciled and the information is presented clearly. We help establish an agreed routine and identify questions that need attention.

Account reconciliations

Compare recorded balances with supporting records and follow up differences and outstanding items.

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  • Reconcile bank balances and relevant payment records
  • Review balance sheet accounts and supporting schedules
  • Follow up receivables and payables ledgers
  • Coordinate checks involving VAT, payroll and period-end records
  • Identify differences, older balances and missing information
  • … and more

Financial reporting

Bring together the period’s figures in a format that helps owners and finance teams follow the business.

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  • Prepare periodic reports within the agreed scope
  • Review profit and loss, balance sheet information and significant changes
  • Follow relevant measures agreed for the business
  • Compile information for meetings and decisions
  • Explain the Swedish figures in English and coordinate overseas reporting needs
  • … and more

Budget, cash flow and variances

Follow actual results and payment needs alongside the plans and assumptions already available.

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  • Compare actual results with an agreed budget or forecast
  • Follow relevant cash balances and upcoming payment needs
  • Discuss significant differences between plans and outcomes
  • Identify records needed for a useful follow-up
  • Agree further analysis, budgeting or forecasting work where required
  • … and more

An agreed routine for each reporting period

How we work

  1. 1

    Review your current reporting

    We discuss the business, accounting setup and the questions you want the reports to help answer.

  2. 2

    Agree the reports and review points

    We agree the content, period, supporting records, responsibilities and delivery timetable.

  3. 3

    Reconcile and follow up

    We review the agreed records, investigate differences and prepare the reporting within the assignment.

  4. 4

    Explain the figures and next steps

    We review the period’s information with you and identify outstanding items and actions for follow-up.

Practical answers for owners and finance teams

Frequently asked questions about financial reporting and reconciliations

What does financial reporting involve?

Financial reporting brings together accounting information so that you can follow the business’s results, financial position and relevant changes over a period. We agree the reports, level of detail and frequency with you, based on the information available and the questions you need to follow.

What is an account reconciliation?

A reconciliation compares a recorded balance with supporting records, such as a bank statement, a ledger or an account schedule. Differences are investigated and followed up. We agree the accounts and checks covered by the assignment and how unresolved items should be reported.

Which accounts can you reconcile?

The relevant accounts depend on the business. Common areas include bank accounts, receivables, payables, VAT, payroll-related balances and other balance sheet accounts. We identify the supporting records needed and agree the review points rather than assuming that every assignment covers every account.

How often should reporting and reconciliations be carried out?

The routine depends on transaction volumes, the business’s activities and the need for follow-up. We can discuss monthly, quarterly or other agreed reporting periods. Input dates and responsibilities need to be clear so that the records are ready for the reporting process.

Can you work with bookkeeping prepared by someone else?

Yes. We can work from records prepared by your own team or another accounting firm. We first review the available information, access and existing routines. Any work needed to complete or correct the underlying bookkeeping is discussed and agreed separately.

Can the reports be adapted for owners or a finance team abroad?

Yes. We can explain the Swedish figures in English and discuss the information needed by overseas owners or a parent company. We agree the report format and any mapping required, while clarifying differences between Swedish records and additional group reporting.

Can you help us understand changes in profit or costs?

Yes. We can review significant changes, compare periods and discuss the accounting records behind the figures. The analysis depends on the available records and agreed scope. We explain outstanding questions and which items may need further investigation.

Can budget and cash-flow follow-up be included?

Yes, where agreed and supported by the records available. We can compare actual results with a budget or forecast and discuss upcoming payment needs and differences that require attention. Preparing a new budget or forecast can be agreed as a separate or additional part of the assignment.

Do we need a particular accounting system?

We start by reviewing how your bookkeeping, reports and supporting records are handled today. We then agree workable access, exports, routines and tools. The approach depends on the systems available and the reporting required.

How do we get started, and what will the work cost?

Register as a new client or contact us with a short description of the business, the current bookkeeping setup and the reports or reconciliations you need. After an initial review, we can discuss the scope, timetable and fee basis. Registration is not an order and does not extend a filing deadline.

Sara Abbasi at Skattepunkten

Would you like clearer reports and reconciled accounts?

Register as a new client so we can consider how we can help you. Registration is not an order. If you have any questions before submitting your registration, you are always welcome to contact us.

Digital accounting with personal contact

Certified Spiris accounting partner

Skattepunkten's Office Services AB is a certified Spiris accounting partner.

We help you use digital tools in a way that fits your business, with a personal contact who understands your business’s reporting and accounting routines and the information you need.

A Swedish contact with international reach

Reporting with a Swedish point of contact

Skattepunkten is a member of ETL GLOBAL. When your business involves more than one country, we can coordinate with relevant local expertise alongside your existing advisers.

You retain a clear contact in Sweden while we coordinate relevant reporting questions with your overseas team, existing advisers or local expertise. Responsibilities and any additional work are agreed with you.

Read more about ETL GLOBAL

This page provides general information. The reports, analysis and reconciliations required depend on the business, records, accounting systems and agreed assignment.