An overview of our financial statement services
Our financial statement services are meant to act as an affordable solution for business owners, lenders, and outside parties looking to prepare, compile or review their financial statements.
Our financial statement services include:
Financial statement preparation
Our financial statement preparation is intended for a business owner’s use to manage the business (similar to what an in-house controller or CFO would provide for management in a larger company). It may fulfill some lender’s documentation requirements for small loans.
Financial statement compilation
Our financial statement compilation services are intended for use by lenders or other outside parties who may appreciate the business’ association with a CPA without requiring a level of assurance, typically appropriate when initial or lower amounts for financing or credit are sought or significant collateral is in place.
Financial statement review engagement
Our financial statement review engagement services are intended to provide lenders and other outside parties with a basic level of assurance on the accuracy of financial statements, typically appropriate as a business grows and is seeking larger and more complex levels of financing and credit.