Financial Statement Preparation & Analysis

We believe in empowering our clients to make informed decisions and operate their businesses with confidence. Business owners and non-profit managers regularly request our assistance in preparing accurate financial statements throughout the year. We work with these clients to either prepare or evaluate periodic financial statements and educate them on reading and utilizing the data. The frequency and detail level of our involvement is completely up to the individual client based on their priorities and needs.

Compilations & Reviews

Periodically, lenders, bonding companies, or other entities may require a more formalized financial statement in compliance with AICPA compilation and review standards. We perform and prepare the necessary steps and reports to comply with these requirements.