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Financial Statement

As a business owner, you may be accountable to creditors, private investors, shareholders, or board members, all of whom are interested in ensuring that the company’s financial statements accurately represent the true financial position of the company.  

The two types of financial statements that our office can provide

Compiled Financial Statements: these are financial statements prepared by an accountant based on amounts provided by the client. We don’t review or audit the amounts provided and do not provide any assurance regarding the accuracy or validity of the amounts.   

Reviewed Financial Statements. A financial statement review is a service in which we obtain limited assurance that there are no material modifications that need to be made to an entity’s financial statements in order for them to be in conformity with the applicable financial reporting framework.  

Additional information about these services can be found on the Review and Compilation page.  

Whether your business or organization needs a compilation or review our experienced team of CPAs are here to help.  

Not sure which level of assurance your business needs? Contact our office and we will be happy to speak with you.  

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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