Expert Financial Reporting Services for Small Businesses

Keep your business decisions grounded in clear, accurate numbers. F.I.C. provides Financial Reporting Services for Small Businesses that connect bookkeeping, payroll, sales tax, tax preparation, and advisory support into organized financial insight. With over 35 years of experience, our team helps owners understand performance, maintain compliance, and plan confidently for growth.

Small business financial reporting consultation

Our Financial Reporting Services

Integrated reporting support across bookkeeping, payroll, tax compliance, advisory, and year-end business preparation.

Bookkeeping

Accurate transaction recording, account organization, and monthly financial tracking help owners understand revenue, expenses, and cash flow. Plans start at $1 per transaction with a $350 monthly minimum.

Payroll

Payroll support helps businesses manage wages, deductions, payroll tax filings, and year-end forms accurately and on time, starting at $25 per paycheck with a $250 monthly minimum.

Sales Tax

Sales tax services help businesses calculate, prepare, and file state and local sales tax forms correctly, with pricing at $100 per form based on jurisdictions required.

Business Taxes

Business tax return preparation organizes financial data, identifies eligible deductions, and supports compliant filing for companies, with pricing based on business size and complexity.

FIC Package

The FIC Package combines bookkeeping, payroll, sales tax, advisory services, business year-end returns, and personal year-end returns for coordinated financial management.

Comp Audits

Workers’ compensation audit support reviews payroll records, classifications, and insurance documentation to help businesses report accurately and prepare for audit requirements.

Accountant reviewing financial reports with small business owner

Our Small Business Reporting Process

Review Your Current Financial Picture

We begin by understanding your business structure, reporting goals, transaction volume, payroll needs, tax obligations, and current financial systems. This helps us identify gaps, compliance concerns, and the level of reporting detail needed.

Organize Records and Source Data

Prepare Clear Business Reports

Review Results and Next Steps

The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. helps small businesses transform financial data into practical insight.

Experience

Over 35 years of accounting, tax, insurance, and consulting experience support every client engagement.

Integrated Support

Bookkeeping, payroll, sales tax, tax preparation, and advisory services work together under one roof.

Customized

Your reporting approach is tailored to your company size, complexity, industry, and financial goals.

Technology

Modern accounting and insurance technology helps improve accuracy, efficiency, and real-time financial visibility.

Meet The F.I.C. Team

Experienced financial consultants focused on clarity and compliance.

Portrait of Al Beheary, CEO of Financial Innovations Consulting

Al Beheary

CEO

Al Beheary serves as CEO of Financial Innovations Consulting (F.I.C.), bringing entrepreneurial vision and deep expertise in international and inter-state government accounting to the firm. With a strong background in investment strategy, Al works closely with individuals and companies to organize their finances, align their investment portfolios, and achieve their long-term financial and retirement goals. His leadership has guided F.I.C. through over 35 years of growth, expanding the firm from its Chicago roots to a multi-office organization with an international presence in Ireland and Egypt. Al's commitment to empowering clients with knowledge and personalized financial solutions remains at the core of everything F.I.C. does.

Portrait of Siobhan Kieran, COO of Financial Innovations Consulting

Siobhan Kieran

COO

Siobhan Kieran serves as Chief Operating Officer of Financial Innovations Consulting (F.I.C.), bringing extensive experience working with both individuals and large multinational corporations. As a seasoned risk manager, Siobhan specializes in identifying potential financial setbacks and equipping clients with the foresight and long-term safeguards needed for personal and professional success. Her expertise spans strategic planning, operational oversight, and risk mitigation, making her an invaluable resource for clients navigating complex financial landscapes. Siobhan's client-centric approach and commitment to delivering proactive, comprehensive financial strategies reflect F.I.C.'s core values of transparency, integrity, and excellence.

Portrait of Mary Kay, Administration and New Business Specialist at Financial Innovations Consulting

Mary Kay

Administration/New Business Specialist

Mary Kay serves as Administration and New Business Specialist at Financial Innovations Consulting (F.I.C.), playing a key role in welcoming new clients and ensuring seamless onboarding experiences. With a detail-oriented and client-focused approach, Mary Kay helps individuals, families, and business owners navigate the first steps of their financial journey with F.I.C. Her organizational expertise and dedication to exceptional service contribute to the firm's reputation for personalized, responsive client care. As part of F.I.C.'s experienced administrative team, Mary Kay helps uphold the firm's commitment to clarity, transparency, and making every client feel supported from day one.

Portrait of Thomas Sandhof, Administration and Retention Specialist at Financial Innovations Consulting

Thomas Sandhof

Administration/Retention Specialist

Thomas Sandhof serves as Administration and Retention Specialist at Financial Innovations Consulting (F.I.C.), focusing on nurturing long-term client relationships and ensuring ongoing satisfaction with the firm's services. Thomas plays a vital role in maintaining the trust and loyalty of F.I.C.'s diverse client base, which spans individual taxpayers, small business owners, and large corporations. His dedication to client retention reflects F.I.C.'s core belief that lasting financial partnerships are built on consistent communication, reliability, and personalized attention. Thomas works to ensure that every client continues to receive the high-quality financial guidance and support they expect from F.I.C.

Portrait of Aine Breen, Administrative Assistant at Financial Innovations Consulting

Aine Breen

Administrative Assistant

Aine Breen serves as Administrative Assistant at Financial Innovations Consulting (F.I.C.), providing essential support that keeps the firm's daily operations running smoothly and efficiently. Her organizational skills and commitment to excellent service ensure that clients, colleagues, and partners receive timely, professional assistance across all of F.I.C.'s service areas. Aine's contributions help maintain the high standards of accuracy and responsiveness that F.I.C. is known for across its Chicago headquarters and beyond. Her dedication to supporting both the team and the clients she interacts with reflects the firm's client-centric values and commitment to operational excellence.

Portrait of Matt McDowell, Marketing Specialist at Financial Innovations Consulting

Matt McDowell

Marketing

Matt McDowell serves as Marketing Specialist at Financial Innovations Consulting (F.I.C.), responsible for communicating the firm's comprehensive range of financial services to clients across Chicago, the United States, and internationally. Matt plays a key role in building F.I.C.'s brand presence and helping individuals, families, and business owners understand how the firm's expertise can address their unique financial needs. His work supports F.I.C.'s mission to be a trusted, accessible financial partner for a diverse clientele. Through targeted marketing strategies, Matt helps connect those facing complex financial challenges with the expert guidance F.I.C. has provided for over 35 years.

Portrait of Sara Peterson, Insurance Assistant at Financial Innovations Consulting

Sara Peterson

Insurance Assistant

Sara Peterson serves as Insurance Assistant at Financial Innovations Consulting (F.I.C.), supporting the firm's comprehensive insurance services for individuals, families, and businesses. Sara assists clients in navigating insurance options, policy details, and coverage solutions, ensuring they have the protection and clarity they need to make confident decisions. Her role is integral to F.I.C.'s one-stop financial services model, which combines accounting, tax, retirement planning, and insurance under one roof. Sara's attentive, client-focused approach helps ensure that every insurance client receives accurate information and responsive support, reflecting F.I.C.'s commitment to excellence and transparency.

Portrait of Cara Kennedy, Irish Logistics Specialist at Financial Innovations Consulting

Cara Kennedy

Irish Logistics

Cara Kennedy serves as Irish Logistics Specialist at Financial Innovations Consulting (F.I.C.), managing the firm's operational coordination from its international office in Drogheda, County Louth, Ireland. Cara plays a critical role in supporting F.I.C.'s international service delivery, helping bridge the firm's Chicago-based operations with its European clientele and partners. Her expertise in cross-border logistics ensures that clients in Ireland and beyond receive the same high standard of financial service that F.I.C. is known for across the United States. Cara's work reflects F.I.C.'s commitment to providing seamless, globally connected financial solutions for an increasingly international client base.

Frequently Asked Questions

What are the four types of financial reporting?

The four commonly referenced types of financial reporting are the income statement, balance sheet, cash flow statement, and statement of owner’s equity or retained earnings. Together, they show profitability, assets and liabilities, cash movement, and changes in ownership value. Small businesses often use these reports monthly, quarterly, and annually to guide decisions, support tax preparation, and evaluate growth.

Who prepares financial reporting?

How often should a small business prepare financial reports?

What documents are needed for financial reporting?

What is the difference between bookkeeping and financial reporting?

Can financial reporting help with tax preparation?

How much do financial reporting services cost?

Why outsource financial reporting for a small business?

Still Have Financial Reporting Questions?

Talk with F.I.C. for practical guidance on your reporting needs.

Trusted Experience

Awards and Recognition

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35+ Years Experience

Decades of financial consulting and accounting experience.

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One-Stop Solutions

Integrated support across core financial disciplines.

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International Presence

Multi-office reach serving U.S. and international clients.

Ready for Clearer Business Financials?

Tell us about your reporting needs, current systems, and business goals. Our team will review your situation and recommend the right bookkeeping, payroll, tax, or advisory support.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (773) 202-9393. You can also send us a quick email at TAX@FICMN.COM.