Financial Reporting

With more than 25 years experience servicing our clients throughout Southern California, we have built a strong reputation with banks, insurance companies and regulatory agencies. We affirm that reporting requirements are met and that your financial information is relevant, reliable and consistent.

As your trusted business advisors, we assist our clients in achieving optimum prosperity through our auditing, review and compilation services.

Auditing services provide a thorough examination of a company’s financial statements ensuring its financial statements are in accordance with reporting principals and are fairly presented. Planning and risk assessment, on-site internal controls testing and substantive procedures enable us to offer suggestions for improving the efficiency and profitability of your business.

Review services are less exhaustive than an audit. We perform inquiry and analytical procedures on financial statements to determine they are in conformity with accounting and reporting principles. While this service does not provide an opinion on the financial statements it does provide limited assurance to users of the statements. Performing these procedures also enables us to offer suggestions for improving the efficiency and profitability of your business.

Compilation services are the most basic level of service we provide with respect to financial reporting. We present information in the form of financial statements that are the representation of management, without expressing any opinion or assurance regarding them.

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