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ASSURANCE & ADVISORY                  Fitting Services to Situations
Financial                             Maximizes Value
Statement                             Blair, Bohlé & Whitsitt, PLLC offers financial
                                      statement services that use client resources wisely.
Reviews &                             When a financial statement audit is not necessary to meet client needs,
Compilations                          financial statement reviews or compilations may be used.

                                      Reviews, while less intensive than audits, may be adequate for reporting
Locally entrenched.                   financial performance to third parties, such as creditors, and useful to
Professionally connected.             business owners who are not actively involved in management. In
                                      performing a financial statement review, BBW determines if the statement
Uniquely qualified.                    appears reasonable.

                                      BBW’s review reports provide limited assurance - using the following
BBW's Assurance Group provides        methods - that the statements need no material changes to comply
quality-centric services that drive   with generally accepted accounting principles.
business value for clients.
                                              Inquiring, through management, probing questions that
By coupling deep experience                   reveal information pertinent to the financial statement.
with keen regulatory insight,
                                              Performing the necessary steps to determine the
BBW provides accounting, audit,               nature of financial statements.
and related services to businesses,
governmental entities and not-for-            Communicating issues and areas of specific need to management
profit organizations.                         while there is still time to correct or improve outcome

                                      Compilations, the least extensive and expensive of BBW's reports, may help
                                      small, privately held organizations in preparing their financial statements.

                                      In compilations, BBW reads financial statements and makes sure
                                      that they contain no obvious errors - such as incorrect titles. No assurances
                                      are provided with compilations, regarding the underlying financial information.


                                                 Financial Statement Review & Compilation
                                                 Services:
                                                     Review of financial statements
Partner Contact:                                     Compilation of financial statements
                                                     Comparative analytical procedures
Steven J. Johnston                                   Benchmarking
10815 Sikes Place, Suite 100                         Personal Financial Statements
Charlotte, NC 28277
704-841-9814 Direct
704-841-9800 Main
704-841-9802 Fax                      Why Choose BBW?
sjohnston@bbwpllc.com
                                      BBW insists on providing the highest value for its clients' investments in
www.bbwpllc.com                       services and does so by helping each attain the type of Financial
                                      Statement that satisfies the situation and the budget.

                                      BBW's strong core competencies may be supplemented by a network of
                                      professional partner resources focused on quality, value-based services.
                                      Through its network, clients can fulfill unique and specialized needs through
                                      partners whose personal touch and attention to detail mirror that of BBW.


                                      Integrity       Attention to Detail           Personal Service

                                      Accountants first. Advisors foremost.

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OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
 

Financial Statement Reviews

  • 1. ASSURANCE & ADVISORY Fitting Services to Situations Financial Maximizes Value Statement Blair, Bohlé & Whitsitt, PLLC offers financial statement services that use client resources wisely. Reviews & When a financial statement audit is not necessary to meet client needs, Compilations financial statement reviews or compilations may be used. Reviews, while less intensive than audits, may be adequate for reporting Locally entrenched. financial performance to third parties, such as creditors, and useful to Professionally connected. business owners who are not actively involved in management. In performing a financial statement review, BBW determines if the statement Uniquely qualified. appears reasonable. BBW’s review reports provide limited assurance - using the following BBW's Assurance Group provides methods - that the statements need no material changes to comply quality-centric services that drive with generally accepted accounting principles. business value for clients. Inquiring, through management, probing questions that By coupling deep experience reveal information pertinent to the financial statement. with keen regulatory insight, Performing the necessary steps to determine the BBW provides accounting, audit, nature of financial statements. and related services to businesses, governmental entities and not-for- Communicating issues and areas of specific need to management profit organizations. while there is still time to correct or improve outcome Compilations, the least extensive and expensive of BBW's reports, may help small, privately held organizations in preparing their financial statements. In compilations, BBW reads financial statements and makes sure that they contain no obvious errors - such as incorrect titles. No assurances are provided with compilations, regarding the underlying financial information. Financial Statement Review & Compilation Services: Review of financial statements Partner Contact: Compilation of financial statements Comparative analytical procedures Steven J. Johnston Benchmarking 10815 Sikes Place, Suite 100 Personal Financial Statements Charlotte, NC 28277 704-841-9814 Direct 704-841-9800 Main 704-841-9802 Fax Why Choose BBW? sjohnston@bbwpllc.com BBW insists on providing the highest value for its clients' investments in www.bbwpllc.com services and does so by helping each attain the type of Financial Statement that satisfies the situation and the budget. BBW's strong core competencies may be supplemented by a network of professional partner resources focused on quality, value-based services. Through its network, clients can fulfill unique and specialized needs through partners whose personal touch and attention to detail mirror that of BBW. Integrity Attention to Detail Personal Service Accountants first. Advisors foremost.