Do you require a formal set of financial statements to pull together your financial results for presentation in accordance with professional standards? This is known as a “Compilation” engagement. The statements are based on information provided by the client and no assurance is expressed, as opposed to a Review or Audit engagement.
Financial statements are required for filing a corporation’s tax return. They may also be requested by your bank, shareholders or investors.
The staff at Cody & James CPAs take pride in making sure you understand the meaning behind the numbers on your financial statements so you can make informed management decisions about your company.