Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.
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.
Banks often require compilations from an independent CPA as part of their lending covenants.
Please call if you have questions about compilations or complete the form below for a Free Consultation.
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
Dreaming Up an Active Retirement
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.