Most financial institutions require financial statements on an annual basis to support loan requirements. We work with you to meet this requirement.
Compilations
Compilations are the basic form of financial statements prepared by CPA’s and do not include an opinion or any form of assurance. Compilations are often required by financial institutions on a monthly, quarterly or annual basis for their borrowers. We provide timely services and competitive fees when producing compiled financial statements.
Reviews
Reviews are the next level above a compilation and below the services and opinion of an audit. Many financial institutions require borrowers to submit reviewed financial statements at year end. We provide timely services and competitive fees when producing reviewed financial statements.
Audits
Audits are the highest level of attestation services performed by CPA’s. Adam Financial does NOT perform Audit services; however, we have relationships with high quality firms that perform these services and we would be happy to make a referral for these services.
