Soldavini & Caldwell CPA PA.

From time to time you may be required to furnish financial statements prepared by a CPA FIRM. The request usually comes from a bank, leasing company or large vendor.

You will be asked to provide a full, or partial, set of financial statements. And, you will be requested to obtain a certain level of attestation.

Financial Statements

• Income Statement – Summarizes revenues and expenses
• Balance Sheet – Summarizes assets, liabilities and equity
• Statement of Cash Flows – Summarizes sources and uses of cash
• Aged Receivables – Summarized by customer and grouped by age
• Aged Payables – Summarized by vendor and grouped by age

Levels of Attestation

Compilation – The most common level. Requires the least amount of work and expense.

You can reach us during normal business hours at (239) 591-4747 or click our live chat link to discuss this mater further.  Always feel free to send us your questions.