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 investing opportunity. Personal financial statements are prepared based on the same standards as Reviews and Compilations. Depending on the requirements and needs of the client personal financial statements present assets at their current estimated value and likewise present liabilities at their current amount. Additionally, certain disclosures may be required in order to ensure the personal financial statements are adequately information.
We would welcome the opportunity to visit with you about how a personal financial statement may help in your specific situation.