We prepare financial statements based upon a client's needs. These range from compilations and reviews, to agreed-upon procedures engagements, personal financial statements, through financial and compliance reporting including Single Audits for nonprofit organizations.
Tax preparation is often supplemental to any financial statement engagement. We prepare corporate, nonprofit, pension plan, and sole-proprietor returns for client principals.
We prepare forecasts to determine the viability of purchasing or expanding a business, projections of future business operations to support loan applications, and other specialized requests requiring financial models of future outcomes.
This is a broad category of services, but we provide oversight to client operations on a periodic basis, recommend and install accounting software systems, and find solutions to unusual client requests.