It's About People

OUR FUNCTIONAL FINANCIAL STATEMENT TEAM

Functional financial statements and financial information is the backbone of every business – well, at least it is what people outside of your business rely upon. From current or prospective lenders, insurance providers, and the tax authorities, outsiders will look to your financial statements as part of their due diligence.

Typically, Compilations, of your financial information, are what most third parties look for. Financial Information is the compilation of records of the company presented in a systematic way.

Audits or Reviews of Financial Statements are a more comprehensive presentation of the books and records of the company, with detailed notes accompanying the financial statements. These are used when the third party requires some level of assurance that the numbers are free from material misstatements.

Our skilled accountants and auditors can help you decide which type of engagement you need and provide instruction on their differences if your third party has not specifically requested the type of statements required.

Meet our team of auditors and accountants.

Trevor
Buttle

CPA, CA, MBA, LPA

PARTNER

Tracey
Bastedo

CPA, CA, LPA

PARTNER

Jennifer L
Nixon

CPA, CA, CGA, LPA

SENIOR MANAGER

Joshua
Thorne

SENIOR ACCOUNTANT

Ally
Rivers

SENIOR ACCOUNTANT

Accountants
Who Care.

DEEPER INSIGHT

Our Blog

GBA actively believes that the best way to learn and grow from any subject is to teach it. Our blog goes beyond frequently asked questions to the meat of the matter and connects with our clientele.

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