Review of Financial Statements
Are you preparing your business for future growth? A reviewed financial statement can provide a necessary level of comfort to a lender who may be funding your next business initiative. Rick and his staff go beyond the delivery of a reviewed financial statement, demonstrated by our commitment to understanding your goals and our desire to assisting you in reaching the next level. Our goal is to ensure that our clients receive the right level of financial statement assurance and still receive the expertise from our organization to assist you to achieve your goals.
Compilation of Financial Statements
No matter what level of assurance you require, you can count on our professionals to provide constructive solutions that will help your company reach its financial goals. Rick and his staff are committed to providing you with the level of service that fits your needs. We have experience working with many businesses that require a compilation for a number of reasons, to determine the financial health of the business, to assess your own level of comfort with the statements or it may be the minimum requirement for lenders or customers who need to be assured with the accuracy of the financial statements.
Personal Financial Statements
Has anyone asked you “How much are you worth?” If so, you may need a personal financial statement. We have many years of experience providing clients with personal financial statements which can help to answer that question. Banks, investors and other business contacts may be asking you for a personal financial statement.
Many individuals don’t know where to start when asked to provide a personal financial statement. We can take the financial information that you provide and put it into a financial statement format that is clear to read and easy to understand. We make the process much easier and seamless for the busy individual by asking concise questions.