PRACTICE AREA 01 / 05
Accounting & audit
Financial reporting and attestation for a range of organizations.
THE WORK
What does the financial information need to support?
We provide financial statement audit, review, compilation and preparation services, along with other reporting and attestation engagements.
Our work includes financial forecasts, projections, pro forma information and agreed-upon procedures. We discuss the reporting purpose before defining the engagement.
- Financial statement audits, reviews and compilations
- Financial statement preparation
- Forecasts, projections and pro forma information
- Agreed-upon procedures and other attestation
A USEFUL FIRST CONVERSATION
Bring the context with the question.
A reporting deadline, lender request or other intended use helps frame the opening discussion.
- 01
The matter.
Describe what has prompted the inquiry and who is involved.
- 02
The information.
Outline the records available and the questions still open. Sensitive documents can wait for an agreed secure process.
- 03
The intended use.
Discuss timing, responsibilities and the proposed scope before an engagement begins.
Before you begin.
Does the firm provide agreed-upon procedures?+
Yes. Agreed-upon procedures are included within our attestation services.
How do I start a conversation?+
Call the Natick office at 508-650-9600, or explore the introduction demonstration.