• Audited Financial Statements– Prepared for
a third party relying on the financial statements. Audited
financial statements present the highest level assurance.
• Reviewed Financial Statements – Prepared for
a third party relying on the financial statements. Most
reviewed financial statements are prepared clients who
are required by their banks to submit “reviewed”
financial statements to secure financing or meet debt
• Notice to Reader Financial Statements – Prepared
for management information purposes.
Other Reporting Services
• Financial Statements of Net Worth – Prepared
as a Notice to Reader, a statement of net worth is helpful
when presenting to the bank a listing of all your personal
assets and liabilities at fair market value when applying
for a loan or mortgage.