This level involves our summarizing data supplied by you in the format of financial statements. Financial statements usually consist of a balance sheet and profit and loss statement; a cash flow statement or footnotes may or may not be included. This engagement is usually suitable for interim reporting and, occasionally, year-end reports. No level of assurance on the financial statements is given by us as a CPA firm.
This mid-level service necessitates that we apply analytical procedures to the financial statements. Using our professional judgment, we ask you about your record keeping system and document certain key account balances. The depth of our work is sufficient for us to report that nothing came to our attention to indicate that your statements are not in accordance with generally accepted accounting principles. This engagement is usually suitable for year-end business reporting. A full set of financial statements with footnotes is required at this level.
This is the highest level of assurance we can provide as a CPA firm. We give our opinion as to the fairness of presentation of your financial statements in conformity with generally accepted accounting principles. This type of engagement is usually requested by larger companies, non-profit organizations, municipalities and schools. Banks and bonding companies may also require an audit. Contact us to discuss which level of service is appropriate for your needs.
TAX COMPLIANCE
Your taxes are prepared and reviewed through a number of steps aimed at assuring a quality product. We use nationally recognized, professional tax software, updated on a continuous basis to reflect the latest changes in tax laws and regulations. All tax returns are carefully reviewed before being presented to you. Although the responsibility for the accuracy of the returns ultimately rests with you, we are always looking for ways to save you tax dollars.
BOOKKEEPING
Timely, accurate financial numbers are important to everyone, regardless of the type of business they operate. We can provide a full suite of bookkeeping services, including payroll and managing your accounts payables and receivables, so you can focus on your business, not on doing paperwork.
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