Our experienced staff of CPAs are trained to perform all three levels of financial statement attestation services – audits, reviews and compilations – as set forth by the American Institute of Certified Public Accountants.  Whether you are trying to obtain critical information to make key business decisions or trying to present a realistic financial picture of your business enterprise, we can provide financial insight and attest to the appropriateness of your financial statements.

Our clients are typically closely held business enterprises, non-profits and high net worth individuals.  They span many industries, including technology, entertainment, real estate, and professional services.  We help them get a handle on their finances, understand key financial benchmarks for continued growth, manage cash flow and position their business for possible sale.  We also help our non-profit clients with their financial compliance requirements, including “yellow book” audits.

Every three years, we have a peer accounting firm review the quality of our attestation services.  In our most recent peer review, we earned an unmodified report, the highest level of quality assurance.

We also provide other accounting services to our clients, including:

• Agreed upon analytical procedures
• Bookkeeping and bill paying services
• Cash flow analysis
• Budgeting
• Financial forecasts and projections
• Due diligence regarding financial issues
• Fraud prevention program development
• Trust accounting

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