Financial Reporting & Assurance

PERSONAL FINANCIAL STATEMENTS

Personal financial statements present the assets, liabilities and net worth of an individual. These statements may be required by banks, or bonding companies. We can prepare your personal financial statement in an efficient and cost effective manner.

FINANCIAL STATEMENT AUDITS, REVIEWS AND COMPILATIONS

Compiled financial statements are prepared using your financial information and do not provide any assurance to the user. Compiled financial statements are needed for a wide variety of reasons.

Reviewed financial statements consist primarily of inquiry and analytical procedures and provide limited assurance to the user. Many lending institutions and bonding companies require reviewed financial statements.

Audited financial statements consist of an in-depth examining of your financial records and provide the highest level of assurance. Many privately owned companies are required to obtain financial statement audits for regulatory or banking requirements. Our audit process gives us an opportunity to review your internal controls, look for areas of improvement, and to provide constructive/creative solutions.

AGREED-UPON PROCEDURES

We can perform specific procedures to your financial information to assist management and regulators in evaluating compliance with requirements or management assertions.

PROJECTIONS & FORECASTS

Projections are prospective financial statements that present, to the best of the responsible party’s knowledge and belief, given one or more hypothetical assumptions, an entity’s expected financial position, results of operations, and cash flows. Forecasts are prospective financial statements that present, to the best of the responsible party’s knowledge and belief, an entity’s expected financial position, results of operations and cash flows.