Financial Reporting

Once you start releasing financial information to outside parties it pays to have a professional assist in its preparation and presentation.  Our firm can help you make adjustments that comply with your selected basis of accounting and present your reports using the best practices employed in your industry. Podraza CPA can prepare reports that your investors and creditors will respect and appreciate and we can answer complex technical questions related to accounting methods employed in preparing your reports.

You have to know where you are at in order to know where you are going.  Our financial reporting services help individuals and businesses continuously monitor of their financial performance and position. In a business financial statements provide a scorecard for management. For households, financial reporting helps monitor progress on your financial goals. In either case we can show you how to use financial reports to keep your finger on the pulse of your finances and make better decisions.

Impressions Count

We provide several different financial reporting services for businesses.  Start-ups may find that management-use only financial statements are sufficient for decision making purposes. The reporting engagement may need to be expanded to include a compilation report to help secure a business loan or line of credit. Eventually established enterprises may look for consolidated financials with a full set of financial disclosures in to order to obtain large commercial loans or equity financing.  If you are required to produce reviewed or audited financial statements we can work with you to prepare the financial statements, interview independent CPA firms and represent management’s interests through that process.

Track your Performance

When looking to buy a first home a mortgage broker may be satisfied with a personal financial statement produced by the applicant, but when you are an investor that has interests in several entities, real estate investments and a portfolio account, personal financial statements that have been produced under AICPA guidelines demonstrate a higher level of professionalism and can help underwriters fairly interpret your global cash flow. Similarly, clients that are working with our sister company, Podraza Financial Advisors, to produce integrated financial, retirement or estate plans can benefit by compiling personal financial statements on a recurring basis to monitor their progress in achieving their objectives.

Call us today to find out how our financial reporting services can help you.

You have to know where you are at in order to know where you are going. Our financial reporting services help individuals and businesses continuously monitor of their financial performance and position.