Individuals/Families
Below is a summary of the most common services provided. The lists are not exhaustive, so please contact us if you or your family requires a service that is not listed here.
Below is a summary of the most common services provided. The lists are not exhaustive, so please contact us if you or your family requires a service that is not listed here.
Attest Services
Reviews
A review requires the CPA to obtain limited assurance that material modifications to the financial statements are not required for them to be in conformity with GAAP. This assurance is accomplished by performing inquiries, analytical procedures and calculations of certain financial ratios. Reviews generally are requested by users of the financial statements who require a higher degree of service and assurance than a compilation but not to the extent of an audit.
Compilations
During a compilation engagement, the CPA compiles the books and records of a client without any performance of substantive procedures, verification or confirmation of balances. Therefore, the CPA does not obtain any assurance that the financial statements would not require material modification in order to comply with GAAP.
We can assist you in determining which attest service is most appropriate for you after discussing the purpose of your financial statements.
A review requires the CPA to obtain limited assurance that material modifications to the financial statements are not required for them to be in conformity with GAAP. This assurance is accomplished by performing inquiries, analytical procedures and calculations of certain financial ratios. Reviews generally are requested by users of the financial statements who require a higher degree of service and assurance than a compilation but not to the extent of an audit.
Compilations
During a compilation engagement, the CPA compiles the books and records of a client without any performance of substantive procedures, verification or confirmation of balances. Therefore, the CPA does not obtain any assurance that the financial statements would not require material modification in order to comply with GAAP.
We can assist you in determining which attest service is most appropriate for you after discussing the purpose of your financial statements.
Accounting Services
Account Reconciliations
Financial Statement Preparation
Budget Preparation
Budget Monitoring
Record Income and Cash Receipts
Review and Process Disbursements
Record Other Financial Transactions
Financial Statement Preparation
Budget Preparation
Budget Monitoring
Record Income and Cash Receipts
Review and Process Disbursements
Record Other Financial Transactions
Tax Services
Tax Consulting
Tax Compliance
Tax Preparation
Tax Compliance
Tax Preparation