Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.

We provide compilations and client write-up (bookkeeping) to a wide variety of industries that include construction, non-profits including churches, retail and wholesale sales, manufacturing, restaurants, car dealerships, professional and other services. We follow generally accepted accounting principles or other comprehensive basis of accounting.

In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements. Compilations don't require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.

Banks often require compilations from an independent CPA as part of their lending covenants.