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Financial statement services

When you need timely, accurate and understandable financial statements, we can provide these to help drive better business decisions and demonstrate to your lender, the strength of your financial position. We provide the following financial statement services:

  • Preparation: Financial statement preparation is primarily intended for your own use to have current information on the financial standing of your business and to make decisions accordingly. No formal report is issued on the financial statements.

  • Compilation: A compilation is typically appropriate when initial or lower amounts of financing or credit are sought or there is significant collateral in place. Though no assurance is provided, outside parties will appreciate your association with a CPA, which is readily apparent in the formal compilation report.

  • Review: A review typically is appropriate as a business grows and is seeking larger and more complex levels of financing and credit. It is also useful when you, as the business owner, are seeking greater confidence in your financial statements for the purpose of evaluation results and making key business decisions.

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