Reviews and compilations are performed from information you provide to us. Certified Public Accountants can express limited or no assurance to banks or investors on reviewed or compiled financial statements. Audits Audits are not just for large, publicly held companies. The financial statements of many small and closely held companies are audited regularly. Audits add credibility to financial statements and provide a type of assurance often necessary in applying for bank loans or attracting investors.
Audits also provide information that is important for management decision making.
Our knowledge of taxes and estate planning enables us to provide valuable assistance as financial advisors to businesses and individuals. Estate and inheritance taxes can consume a significant portion of a family estate. We often are called upon to work with attorneys and investment counselors as an important member of your financial and estate planning team. Our bookkeeping and payroll clients' businesses range from small to medium-sized. Some of our clients do not require a full-time accountant to maintain their books and records.