Compiled or Reviewed Financial Statements

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Compiled or Reviewed Financial Statement preparation for small business clients and not-for-profits is a long-standing service of this firm. Depending on the client's needs; monthly, quarterly and year-end balance sheet, detailed operating statements, and cash flow statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis. Our integrated ratio analysis can alert you to issues in your business before they become problems. We can also prepare Graphical Statements that will give you the insight into where your money is going and who your best paying customers are! We also prepare Other Comprehensive Basis of Accounting Financial Statements for clients who want to know what the cash basis or tax basis determinant is of their business decisions. We also prepare Personal Financial Statements for clients who have the need, whether for their banks or for wealth preservation purposes.
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