MUYINZA MEDIA / TEMPLATE STUDY 01FinWise direction · PCA identity
Pelletier Chase & Associates, Certified Public Accountants and Business Advisors

ACCOUNTING & ASSURANCE

More than a set
of statements.

Financial reporting begins with your business—and who needs the information.

Maine photography from PCA’s original site

Start with the purpose.

A request from a lender. A clearer internal view. A conversation about the next stage of the business.

PCA offers compilation, review and audit engagements, alongside internal-controls and financial due-diligence work. The appropriate engagement is discussed with the firm based on the business and the intended users of the information.

  • Compilation, review and audit engagements
  • Internal-controls work
  • Financial due diligence
  • Industry context and intended users

A focused first conversation.

01

Describe the request

Identify the business, the intended users and the reason financial information is needed.

02

Discuss the engagement

Talk with the firm about the requirement, records, timing and suitable scope.

03

Confirm arrangements

Information-sharing and engagement terms are established directly with the practice.

Daniel H. Pelletier, CPA

AUDIT & ACCOUNTING

Meet Daniel Pelletier.

Dan heads PCA’s audit and accounting services and advises closely held businesses and their owners.

Read Daniel’s profile

A good place to begin

Tell us what’s next.
We’ll start there.

A new business question. An upcoming transition. A reporting request. Start with what’s on your mind.

Start a conversation207-771-8800

PCA / SCRIPTED DEMO

A useful place to start.

Find a service, meet a principal, or locate the office.

Choose a topic. This guide does not provide accounting advice or send messages.