Two Convenient Locations:
San Diego Office: (619) 283-7113
Julian Office: (760) 765-0343
Click links to access service descriptions• Tax planning and projections
• Tax preparation for Sole Proprietors,
Partnerships, Limited Liability
Companies, Corporations, Nonprofits,
Trusts and all Business Entities
• Nonprofit accounting and tax
• Small business consulting and
• Tax audit representation
• Accounting and Financial Statements
• Business management services
• Real Estate transactions
• QuickBooks consulting
Click links to access service descriptions• Tax preparation for individuals and
• Fiduciary and estates
• Estate planning and administration
• Delinquent returns and tax collection
• Real estate transactions
Accounting and Financial Statements
Each business or exempt organization has different needs with respect to financial statements. Your particular situation will determine the level of assurance needed, the accounting basis and frequency of financial statement best suited for you. Common reasons to have a formal financial statement prepared include reporting to financial institutions to fulfill current loan covenants or obtain new financing, reporting to shareholder or other stakeholders or to provide assurance for responsible parties that they have exercised due diligence in maintaining adequate financial records and reporting accurate financial information to interested parties.
Financial statements also provide a valuable business tool to decision makers as they often are a roadmap to what is going well and what areas could use improvement. If you are considering selling your business, formal financial statements help provide an accurate picture of historical operations for potential buyers. It also is a significant indicator of the level of sophistication and proactivity of a business which can add value to your business and expedite the sales process.
Please contact us if you would like to discuss the benefits of annual or more frequent financial statements for your business.
Mailing Address: P.O. Box 1934, Julian, CA 92036
Julian Office: 2902 Washington Street, Julian, CA 92036 (760) 765-0343 (760) 765-0150 Fax
San Diego Office: (By Appointment Only) 3751 37th St., #2, San Diego, CA 92105 (619) 283-7113
Correspondence: P.O. Box 1934, Julian, CA 92036 E-mail: rebecca(at)luersdyercpa.com jan(at)luersdyercpa.com
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