Gain Confidence in Your Financials—

With Audits Designed for Growth

Financial Statement Audit Services 

Our independent, in-depth financial statement audit services provide the clarity, assurance, and actionable insight your business needs to build trust and unlock new opportunities.

FAQ

Why Audited Financial Statements Matter for Your Business

When you’re running a business, unanswered questions about your financial health can lead to stress and missed opportunities. Auditing financial statements is more than a regulatory formality—it’s about ensuring your numbers are accurate, transparent, and compliant.

Audited financial statements help you earn the confidence of banks, investors, and partners so that you can grow your business with peace of mind. Wondering what an audited financial statement is? Does your business need a financial statement audit? We’re here to guide you.

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Our Approach to Auditing Financial Statements

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Geri and her team believe your audit should do more than check a box—it should move your business forward. That’s why our financial statement audit team takes a collaborative and transparent approach to every engagement. We tailor each financial statement audit to meet your unique needs, leveraging proven technology and in-depth industry expertise to minimize disruption and maximize clarity. From start to finish, we focus on clear communication, practical recommendations, and proactive support—so your audited financial statements deliver real value and help you achieve your next business goal.

What to Expect from Your Financial Statement Audit

Curious about what happens during an audit on financial statements? Our streamlined process makes it simple and stress-free:

1

Discovery

We get to know your business, goals, and accounting system.

2

Planning

A tailored audit plan outlines what to expect and the required documents.

3

Fieldwork

Our financial statement auditors conduct testing and review, minimizing disruption.

4

Reporting

Receive a clear, comprehensive, audited financial statement with actionable feedback.

5

Improvement

We guide you through our findings, answer questions, and offer guidance for future success.

Every step is designed to give you confidence and clarity.

The Benefits of Business Audited Financial Statements

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Gain confidence knowing your audited financial statements meet regulatory and lender requirements.

Build trust with banks, investors, and stakeholders.

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Enjoy a streamlined, well-communicated audit experience.

Receive practical recommendations that strengthen your financial operations.

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Move forward with peace of mind, knowing your financial statement audit supports your future growth and opportunities.

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Who We Serve—
Is a Financial Statement Audit Right for You?

Who Can Benefit from Audited Financial Statements? 

Our financial statement audit services are designed for businesses, startups, family-owned companies, and organizations preparing for growth, investment, or major transactions. Whether you’re required to provide audited financial statements or want to strengthen your financial credibility, we offer the expertise and support to make the process straightforward and valuable for your business.

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Ready to Gain Clarity and Confidence in Your Financials?

Take the next step toward reliable, audited financial statements and a stress-free audit experience.

Schedule your discovery call today—let’s give your business the foundation it deserves for growth, trust, and opportunity.

Not ready to schedule a call?

Download my guide “10 Questions to Ask Before Choosing a Financial Statement Advisor” and get started on a clear path forward.

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 Frequently Asked Questions About Financial Statement Audits

  • A financial statement audit is an independent, objective examination of your company’s financial records and statements by a qualified auditor. The goal is to ensure that your financial statements are presented fairly and accurately by accepted accounting standards. The result is an audited financial statement that banks, investors, and stakeholders can trust.

  • A financial statement audit gives credibility to your reporting, building trust with lenders, investors, and partners. Many small businesses seek audited financial statements for loan approvals, attracting investment, or meeting regulatory requirements. It also offers peace of mind by confirming your financials are reliable and transparent.

  • An audit provides the highest level of assurance, involving a detailed examination and testing of your financial records. A review offers limited assurance, primarily based on inquiry and analytics, while a compilation is simply the arrangement of financial data without any assurance. Audited financial statements are considered the gold standard for reliability and accuracy.

  • The process starts with planning and understanding your business, followed by careful testing and analysis of your financial records. Your financial statement auditor will review documents, ask questions, and evaluate controls to ensure accuracy. You'll receive a final report with findings and recommendations.

  • Most audits for small businesses typically take a few weeks, depending on the size and complexity of your operations, as well as the availability of relevant information. Early preparation and open communication help ensure the audit progresses smoothly and promptly.

  • Our audit process is designed to be efficient and minimally disruptive. We work around your business schedule, provide clear instructions, and keep you informed at every stage to ensure a smooth experience.

  • Most private companies are not legally required to have audited financial statements unless requested by lenders, investors, or as part of a contractual or regulatory obligation. However, many choose to do so to enhance credibility, support growth, or prepare for significant transactions.