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Historical financial statements

Historical financial statements report on periods of time in the past. For historical financial statements of privately held corporations, privately held partnerships, privately held limited-liability companies, nonprofit organizations, and individuals, Lee performs:

  • An audit of financial statements.
  • A review of financial statements.
  • A compilation of financial statements.

 

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Forecasted financial statements

Forecasted financial statements report on periods of time in the future.
For forecasted financial statements and pro forma information, Lee performs:

  • An audit of forecasted financial statements.
  • An audit of pro forma information.
  • A compilation of forecasted financial statements.
  • A compilation of pro forma information.

Pro forma information concerns the results of a “what if?” scenario, such as, “How much will sales increase if we add one state and ten sales representatives to our sales department?

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Agreed-upon procedures

Agreed-upon procedures often concern information that is less than a complete set of financial statements. An example would be an internal audit of a company’s accounting for long-term contracts signed in 2015.

For a report on agreed-upon procedures Lee can perform:

  • A report on agreed-upon audit procedures
  • A report on agreed-upon compilation procedures
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Companies and Organizations

Types of companies and organizations that can benefit from these services:

  • Companies, nonprofit organizations, and individuals that are applying for loans from banks, finance companies, or other lenders.
  • Companies that want a Certified Public Accountant to test and report on the company’s monthly, quarterly, or year-end financial statements that are distributed only to the current shareholders, partners, members of the LLC, or members of the Board of Directors.
  • Construction contractors that want to obtain a construction bond required for a government project or for another type of large project.
  • Condominium associations, homeowners’ associations, and co-ops that are required to submit year-end financial statements to all owners and to a state regulatory agency each year.