Attestation Services
Compiled and reviewed financial statements prepared and signed by a licensed CPA. Fast turnaround, straightforward process, competitive pricing.
What We Offer
Whether your bank requires a compilation or a review, we handle the engagement start to finish — no outsourcing, no delay.
The most common requirement for small business lenders, landlords, and bonding companies. We present your financial data in proper GAAP format without independent verification — the baseline CPA attestation.
A higher level of assurance than a compilation. We perform analytical procedures and inquiry to provide limited assurance that no material modifications are needed. Required by many lenders for larger loan amounts.
Who Needs Attestation
Most lenders require compiled or reviewed financials for business loans above a certain threshold.
Bonding companies and general contractors often require CPA-prepared financials for project qualification.
Grant makers, state agencies, and boards frequently require reviewed or audited financials annually.
Buyers want reliable financials. Sellers who have them command better valuations and smoother closings.
Landlords for significant commercial leases often require compiled financials before signing.
Outside investors and new partners routinely require reviewed financials before committing capital.
How It Works
Tell us what your lender or partner requires and your timeline.
We'll tell you exactly what we need. Most clients already have it in QuickBooks.
We prepare the statements, issue the CPA report, and sign as your licensed accountant.
You receive final signed statements to deliver directly to your bank, bonding company, or investor.
Why Rodgers & Company
Brian Rodgers is a licensed Indiana CPA with 41 years of practice. Your engagement is signed by the person who prepared it — not a name you've never met.
We quote the engagement before we start. Compilations and reviews are fixed-fee projects — you know the cost before we begin.
We know what banks, SBA lenders, and bonding companies need. Our reports are formatted to meet those requirements and rarely require revision.
Most attestation engagements are completed within two to three weeks of receiving your records.
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