Imagine it’s the early years of your brand-new company—the business plan is set in motion.

You’re generating sales, making monthly lease payments, even throwing epic annual Christmas parties. With all the action taking place, you need a rock star professional advisor firm to handle all your accounting and bookkeeping services, including monthly prepared financial statements that management can evaluate. ATKG CAN DO THAT.

Exactly what your business needs

A couple of years down the road, you ditch that cramped office space and purchase a building that you can call your own. As part of the loan covenant on the note, the bank requires compiled financial statements. ATKG CAN DO THAT TOO.

Business is good, but you’re ready to expand into a new market. You need funding for research, travel, and additional personnel. With this larger line of credit, the bank will request reviewed financial statements to provide a higher level of assurance. ATKG CAN DO THAT ALSO. Do you need $2 million more to start building that new location? That’s great. But expect the bank to want a CPA to quantify and validate specific information about your inventory, accounts receivable, or other relevant financial statement data in the form of agreed-upon procedures. YOU GUESSED IT. ATKG CAN DO THAT.

As your company grows, you’ve been forced to delegate the finance, purchasing, and sales responsibilities. How can you be sure that all these departments are running with minimal operating errors, and more importantly, without occurrences of fraud? To help set your mind at ease, you need an internal control review team to come in and assess the effectiveness of your financial reporting controls. DO WE REALLY NEED TO SAY IT? ATKG CAN DO THAT AS WELL.

No matter which stage your company is in, ATKG has a team of rock stars that provide unparalleled financial statements and assurance services to fit your needs.

Comprehensive Financial Statement Services to Meet Your Business Needs

Navigating the financial reporting landscape can be complex, especially for businesses without a dedicated financial leader like a controller or CFO.

Prepared Financial Statements
  • ATKG assists businesses in presenting its financial statements in an acceptable financial reporting framework.
  • Intended for businesses who may not have a controller or CFO and need assistance in preparing and evaluating their financial results.
  • Typically, appropriate for internal use but can be distributed to third parties.
Compiled Financial Statements
  • ATKG issues a compilation report after gaining an understanding of your business, accounting principles, and financial reporting system to present financial statements.
  • Intended for use by lenders and other outside parties who may appreciate the business’ association with a professional advisor without requiring the level of assurance of a review.
  • Typically, appropriate when initial or lower amounts of financing or credit are sought or significant collateral is in place
Reviewed Financial Statements
  • ATKG issues a review report after performing analytics, inquiries, and other procedures to provide clients with a level of comfort in their financial statements.
  • Intended to provide lenders and other outside parties with a basic level of assurance on the accuracy of financial statements.
  • Typically, appropriate as a business grows and is seeking larger and more complex levels of financing and credit.
Audited Financial Statements
  • An audit report is the highest level of assurance we provide clients seeking high levels of financing and credit when securing outside investors or preparing to sell or merge with another business.
Agreed Upon Procedures
  • ATKG issues a report that includes details and results of specific procedures performed that the business or third-party user have deemed appropriate based on their needs.
  • Intended for businesses who do not require a full-blown financial statement audit but still desire a certain level of assurance on specific accounts or elements of a business, such as inventory, accounts receivable or contractual obligations.
  • Typically, appropriate when a business or a third party wishes to evaluate results according to their specific use.
Internal Control Risk Assessment
  • ATKG performs this assessment to assist a business in evaluating its current internal controls over its financial reporting.
  • Intended for businesses who wish to ensure reliability and integrity of financial information and safeguarding of assets.
  • Typically, appropriate if a business’ internal controls have never or have not recently been evaluated by a CPA.

ATKG is here to simplify the process by offering tailored financial statement services designed to fit your unique needs.

Our Assurance team

 

If you can relate to what we are talking about, then it’s time to invest in a business partner like ATKG. You will be glad you did and those days of stressing less and relaxing more will be just around the corner.

A.J. Sturm

Partner

William Holisky

Partner

“ATKG” is the brand name under which ATKG, LLP and ATKG Advisors LLC provide professional services. ATKG, LLP and ATKG Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. ATKG, LLP is a licensed independent CPA firm that provides attest services to its clients. ATKG Advisors LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the ATKG brand are independently owned and are not liable for the services provided by any other entity providing the services under the ATKG brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by ATKG, LLP and ATKG Advisors LLC.

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