Auditing & Financial Statement Services

Financial Statement and Audit Services Ensure Compliance, Provide Key Business Insights

Every growing business eventually reaches an important milestone: the need for an audit and potentially, financial statements prepared by a professional third party. Expert attestation services can position you to meet lender requirements for debt financing – and provide valuable management insight as part of the process.

Davie Kaplan provides financial statement services for a wide range of businesses. Whether you need an audit, review, or compilation of your financial statements, our experienced team can efficiently address your compliance needs so you can move forward with confidence.

A well-planned and properly conducted audit or consulting engagement can provide valuable insight into operational efficiencies, internal control weaknesses, and business opportunities.

Your audit can serve as a springboard to improve internal controls and procedures, and proactive tax planning can help optimize your tax situation.

As members of the American Institute of Certified Public Accountants (AICPA) and other leading industry organizations, Davie Kaplan participates in regular peer reviews to ensure we continue to embody the highest professional standards in every practice area.  And our active involvement in key local and regional business groups keeps us in the loop with the most current developments, updates, and networking opportunities to assist our clients’ progress.

Davie Kaplan offers a complete suite of financial statement audits, reviews and compilations, and related services that include:

  • Financial projections and forecasts
  • Controller advisory services
  • Employee benefit plan audits
  • Small business monthly bookkeeping support

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.