Services
Financial statements
Financial statement preparation and compilations for your business or organization. These services provide no assurance.
Banks, landlords, franchisors, boards and investors often ask for financial statements prepared by a CPA. We prepare them to the professional standards they expect, on a monthly, quarterly or annual schedule.
Levels of service
- Preparation: we prepare financial statements from your records, with each page marked that no assurance is provided. A simple, cost-effective option when a formal report is not required
- Compilation: we present your financial information in proper financial statement form and issue a CPA compilation report, without providing assurance
Who uses them
- Businesses applying for loans or lines of credit
- Nonprofits and schools reporting to boards, donors or state programs
- Owners who want a clear, consistent view of how the business is doing
Not sure which level you need? Tell us who is asking for the statements and we will help you sort it out.
Ready to get started?
Start with our short inquiry, then complete your secure intake. Your request remains pending approval until our team agrees to work with you.