Skip to content

Audits & Related Services

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

Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

Which Report Should You Use?

Each type of financial statement report may suit specific circumstances, depending on requirements from your client's bank or other parties, as well as meet budgetary needs.

Understanding each report's unique strengths and weaknesses can help you choose the most appropriate one. Please call if you have questions about which type of report is right for you.

Audits and Governmental Audits
An audit provides the highest level of assurance. An audit is a methodical review and objective examination of the financial statements, including the verification of specific information as determined by the auditor or as established by general practice.
 
Reviews
Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company's management team.
Compilations
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.
 
Agreed-Upon Procedures
In an agreed-upon procedures engagement a CPA is engaged by a client to issue a report of findings that are independently derived based on the performance of specific procedures.
Personal Financial Statements
At times you may be in need of a personal financial statement in order to help a bank make a lending decision or to help you in evaluating an investment opportunity.
 
Peer Review Report
View a copy of our most recent Peer Review Report here.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Coleman, Horton & Company, LLP 2021