Financial Statement Preparation

Our Experts Are Here to Help You Prepare Your Financial Statements.

We provide financial statement services including:

– Financial Statement Preparation
– Financial Statement Compilation
– Financial Statement Review

With over 60 years of combined experience, our financial statement experts are here to help.

Let our team of professionals help you prepare your financial statements

Meridian Tax Planning and Consulting

Financial Statement Preparation: We use information provided by you to prepare financial statements with no assurance provided.

Financial Statement Compilation: When compiling financial statements, we search for misstatements based on generally accepted accounting principles in the United States, and our knowledge of your business and industry. We will issue an accountants report, but provide no opinion relating to the completeness or accuracy of the statements.

Financial Statement Review: A review is less extensive than an audit, but more in depth than a compilation. We perform limited analysis of your financial statements, and make inquiries of management as appropriate. A review expresses limited assurance of the financial statement’s accuracy.

How Can We Help You?

Our expert team is standing by to bring you the best possible plan for your business.

I have been working with Stephanie Helms at this firm to help me set up Quickbooks Online for my business and also with my personal and business taxes. She did a great job and taught me a lot! My mom who also owns a business has used them for 20+ years I believe so obviously she has also had a good experience!

Stewart & Associates P.A. - Client