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OUR SERVICES

Compilations, Reviews, and Audits... we do it all.

CORPORATE SERVICES

  • Accounting and Auditing

  • Financial Reviews

  • Business Management and Advisory Services

  • Wealth Management (Assisted by Wells Fargo)

  • Corporate Mergers and Acquisitions

  • Corporate Tax Planning and Preparation

  • Budgeting and Forecasting

  • Compilation Financial Statements

  • Review Financial Statements

  • Audited, Certified Financial Statements

  • Expert  Witness Testimony

  • Forensic Accounting (offered with expert)

PERSONAL SERVICES

  • Accounting and Auditing

  • Financial Reviews

  • Wealth Management (Assisted by Wells Fargo)

  • Personal Tax Planning and Preparation

  • Estate Planning (Assisted by Attorney)

  • Education Planning

  • Long-Term Care Planning (Assisted by Attorney)

  • Healthcare Proxy Preparation (Assisted by Attorney)

  • Budgeting

  • Debt Management

  • Personal Financial Statements

  • Matrimonial Expert Witness Testimony

COMPILATION OF FINANCIAL STATEMENTS

  • Follow GAAP & GAAS procedures

  • Disclosure checklists

  • Balance Sheet & Profit & Loss Analysis with supporting working papers

  • Opinion Letter

  • Engagement Letter

  • Representation Letter

  • Management Review

  • Attestation Engagement

REVIEW OF FINANCIAL STATEMENTS

  • Follow GAAP & GAAS procedures

  • Disclosure checklists (more extensive)

  • Balance Sheet & Profit & Loss Analysis with supporting working papers

  • Opinion Letter

  • Engagement Letter

  • Representation Letter

  • Management Review

  • Attestation Engagement

  • Footnotes to Financial Statement

  • Review Detail Step Program

  • Statement of Cashflows

AUDITED FINANCIAL STATEMENTS

  • Follow GAAP & GAAS procedures

  • Disclosure checklists (very extensive)

  • Balance Sheet & Profit & Loss Analysis with supporting working papers

  • Opinion Letter

  • Engagement Letter

  • Representation Letter

  • Management Review

  • Attestation Engagement

  • Footnotes to Financial Statements

  • Audit Detail Step Program

  • Statement of Cashflows

  • Confirmation by third parties

  • Receivables review

  • Payables review

  • Debt review

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