Your Complete Financial Information Available When You Need It

Compilation and Review Services

We offer full compilation and review of your business finances.   These records are vital for all businesses when making financial decisions such as applying for credit, choosing investments, and planning for the tax year ahead.  Because we know you and your business, our staff is uniquely qualified to prepare these records and provide the important information you need to make informed decisions about your company’s finances.

Not all statements come with the same degree of assurance.  With that in mind, we offer both compilation and review and will help you determine which of the two meets your business requirements.

Your Company’s Health Defined with Compilation and Review

For a compilation, you provide your company’s financial information, and we organize it into a conventional statement format.  This information carries no assurance of its accuracy but acts as an overview of your company’s financial picture.  This information is helpful on a monthly or quarterly basis to aid in management decisions and for tax planning purposes.

A review is an extension of compilation that provides a limited degree of assurance.  It is often all that is required by creditors.  We analyze the information to identify trends and earmark items that may require further explanation to ensure that your company is in compliance with generally accepted accounting principles (GAAP).

We offer compilation and review services to businesses of all sizes and conduct them according to standards set forth by the American Institute of Certified Public Accountants.