Financial Statement Services

“My CPA and the support staff make it all painless!” – P.S.

Focused on Your Success – Financial Statement Services

Your company’s financial statements advertise your financial condition to the world. Bankers, potential investors, bonding companies, customers and vendors judge you not just by your performance, but by the content and presentation of your financial statements. Your access to capital and business opportunities depends on the accuracy and reliability of your financial statements.

Let us help you present the real story behind your business with these financial reporting services:

  • Financial statement preparation
    • Compilations
    • Reviews
    • Budgets
    • Multi-year financial reviews
    • Notes to financial statements
  • User friendly small business accounting software, featuring
    • Intuit QuickBooks accounting software
    • Objective needs analysis
  • Selection and set up of the best business entity for your small business
  • C corporations
  • S corporations
  • Partnerships
  • Limited liability companies (LLCs)
  • Advice on changing tax and book accounting methods
    • Cash versus accrual
    • Completed contract versus percentage of completion (work in progress calculation)
  • Selection of proper accounting principles for your industry
  • Assistance in designing appropriate internal control procedures and fraud prevention
  • Specializing in financial reporting services for the following industries:
    • Professional services (doctors and other healthcare professionals, attorneys)
    • Computer services
    • Construction contractors
    • Government contractors
  • Assistance in selecting qualified bookkeepers and internal accountants
  • Monthly assistance closing out the books
  • Assistance with bank loan and performance bond applications
    • Business valuations
    • Referrals to financing sources and banks
    • Referrals to performance bonding providers
    • Assistance with Small Business Administration (SBA) financing and programs
  • Forecasts and projections
    • Budget analysis
    • Cost of goods sold analysis
    • Overhead analysis


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