Offices: Boca Raton, FL / Passaic, NJ / Denver, CO, . .

Financial Statements

 

Management financials

Too many business owners run their companies based on a bird’s-eye view of performance. This results in only partially informed decisions. We can prepare meaningful financial reports to be used with ease as a management tool in running your business.
 

Compilations

Often a company will be required to submit official financial statements prepared by a CPA firm with a minimal level of assurance. We can compile your financial statements for these submissions.
 

Reviews

A review is a specific attest engagement done by an independent CPA firm. It provides reasonable assurance that your financial statements do not need to be restated. Often, lending institutions and investors may require such a level of service. We can review your financial statements.
 

Supplemental schedules

Aside from conventional financial statements, lenders and investors may want to have detailed financial information on components of the financials. We can prepare these supplemental schedules.
 

Budgets

Preparing for your future begins with an allocation of your resources. We can work with you to prepare a budget as a goal or as a management tool.
 

Forecasts

A forecast is a forward looking financial picture. It considers all the elements of your business and environment that exist today and extends those conditions into the future. We can assist you in forecasting your business.
 

Projections

A projection is a “what-if” forecast. What if I changed a product line, branched into a new market, purchased goods from a cheaper supplier? How would those changes affect the success of my business? We can help you project your ever changing future.