Financial Statement Preparation Services

Financial statements such as a balance sheet, income statement and statement of cash flow can present your business’s financial information in a structured and easy-to-read format. However, it might not provide you with information you need to help your business succeed.

Allen Barron, Inc. and Janathan L. Allen, APC provide financial statement preparation services, along with management reports that help you understand what the numbers are telling you. With offices in San Diego, San Francisco, Las Vegas and Phoenix, we represent clients throughout California and nationwide. If you own a business, call 866-631-3470 to arrange a free and confidential initial consultation.

Janathan Allen is an experienced tax lawyer who can provide you the protections of attorney-client privilege while applying extensive knowledge to your accounting needs.

Looking Under The Numbers

Our team will review your financial records and prepare complete and accurate financial statements of your entity’s financial performance. However, these statements do not provide information that helps you make decisions.

For example, a financial statement provides information about sales and costs in aggregate. This may be suitable for preparing your taxes. However, to run your business, it’s important to know each category of sales and the costs associated with each. Through our consulting services, we can identify problem areas and recommend areas of change that would improve your overall operating results.

In some cases, financial records are incomplete and require additional research or forensic accounting to create the appropriate database to support verifiable financial statements. Our financial statement preparation and financial record consulting services include:

  • Analysis and review of financial statements
  • Account reconciliation
  • Balance sheet audits
  • Management report setup
  • QuickBooks training

Contact Us To Learn More

For more information or to discuss your financial statement preparation needs, talk to us.

Our accounting services are provided under the authority of California Business and Professions Code Section 5052, and a state license is not required.