LA’s Premier Experts in Financial Statement Assurance

Maintain strong relationships with banks and relevant regulatory agencies  with our reviewed (or audited) financial statements that protect your business interests and help you meet all regulatory requirements.

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Professional Financial Statement Compilation and Assurance Services

Maintain Strong Relationships Through Our Financial Statement Assurance Services

Build Enduring Stakeholder Relationships

Strengthen stakeholder confidence with professionally-prepared financial statements that meet all regulatory requirements and standards.

Secure Your Business Loans With Reviewed Statements

Prevent unexpected loan callbacks by maintaining required bank covenants through professional assurance services.

Protect Your Business From Financial Uncertainties

Get expert guidance on meeting bank covenants through professional assurance services.

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A Systematic Approach To Protecting And Maintaining Stakeholder Relationships

For businesses with bank loans, or for those that need to maintain status, accreditation and/or eligibility, having compliant financial statements is a must to prevent loan issues and maintain stakeholder relationships. Our team provides expert assurance services that help you meet bank covenants and maintain your status, protecting your business from unexpected setbacks.

We offer three levels of service - compilation, review, and audit - each designed to meet specific bank and regulatory requirements. Our experienced team guides you through the entire process, from document collection to final verification, ensuring your statements meet all necessary standards.

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FAQs

Common Questions About Our Financial Statement Services

Which service level do I need?

The required service level typically depends on your loan agreement and bank requirements. Compilation services suit smaller loans, while larger loans often require review or audit services. During our initial consultation, we'll review your loan documents to determine the appropriate level of service.

How long does it take?

The timeline depends on the level of service required and the complexity of your financial statements. We work efficiently to meet deadlines and can expedite service when necessary. Early planning helps ensure a smooth and timely completion.

What's the difference between levels?

Compilation provides basic financial statement preparation, review adds analytical procedures and limited verification, while audit offers the highest level of assurance with detailed testing and verification. Each level progressively increases the depth of examination and assurance provided.

How often is this needed?

Frequency is typically determined by your loan agreement, usually annually or quarterly. Some banks require interim updates or special reports. We help you plan ahead to meet all reporting deadlines and maintain compliance.

Email

Send us your questions anytime for a detailed response within one business day.

Phone

Speak directly with a CPA about your accounting or business needs during business hours.

Office

Schedule an in-person consultation at our convenient Koreatown location on Wilshire Boulevard

Trusted By LA Businesses Since 1988

Protect Your Business With Expert Financial Statement Services

Schedule a consultation to review your bank requirements and ensure your business maintains strong banking relationships through professional assurance.

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