Financial Statements

Business Services

Financial Statements

We can provide compiled financial statements on a monthly, quarterly, or annual basis. Banks often require compilations from an independent CPA as part of their lending covenants.

In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements. Compilations don't require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.

We can accomodate special formats requested for benchmarking and other outside consultants. 
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