Preparation and Analysis

We help clients have the information in the reporting format they need to run the business and in the format to comply with the requirements the banks or government agencies need. Beyond preparing financial statements and validating reporting results, we help clients interpret results, provide feedback on opportunities to refine processes, and when it arises identify possible areas of exposure. Numbers tell an interesting story. We are specialists trained to look at your financial statements from a compliance and common sense perspective.

Our Financial Statement Services Include:

• Audits
• Reviews
• Compilations
• Employee benefit plan audits
• Special purpose audits

What Level of Financial Statements Do You Need?

It depends on your comfort level and the requirements being imposed on you by a lender, management, or government agency. Some audit clients can drop down to a review depending on their situation. Some clients who just have a compilation done might wish to occasionally upgrade to a review or audit or conduct a special purpose audit in order to test for prevent fraud or to ensure company policies are being followed. If employees are aware you may conduct a special purpose audit that alone may make them more aware of their need to follow company policies and deter fraud.

We would welcome the opportunity to discuss your current needs and see if options exist for you.