Attestation Services — Anderson, Indiana
Compiled, reviewed, and audited financial statements prepared and signed by Brian Rodgers, a licensed Indiana CPA with 41 years of practice. Fixed fee. Accepted by banks, SBA lenders, bonding companies, investors, and federal programs.
Quick Reference: Compilation vs. Review vs. Audit
Who Needs Attestation
Most business lenders require CPA-prepared financials for loans above a minimum threshold. The level depends on your lender and loan size.
Typically: Compilation or Review
Bonding companies require CPA-prepared financials for project bonds. Higher bond amounts often require reviewed or audited statements.
Compilation, Review, or Audit — depends on bond size
Landlords for significant commercial leases often require compiled financials before signing — especially in competitive markets.
Typically: Compilation
Buyers want financials they can rely on. Sellers with CPA-prepared statements close faster and command better valuations.
Typically: Compilation or Review
Many grantors require reviewed financials. Federal awards over $750K require a Single Audit under Uniform Guidance (2 CFR Part 200).
Review or Audit — depends on award size
Outside investors and incoming partners routinely require reviewed or audited financials before committing capital or signing agreements.
Typically: Review or Audit
Know What You Need
All three are CPA-signed. The difference is the level of work performed and the degree of assurance provided in the report.
Level 1
We present your financial data in GAAP format with a CPA signature and compilation report. No independent verification — acceptable for most common lender and bonding requirements.
Level 2
We perform analytical procedures and inquiry in addition to compilation procedures, and provide limited assurance that no material modifications are needed.
Level 3
The highest level of CPA attestation. We independently verify account balances, test transactions, obtain third-party confirmations, and issue an opinion on whether the statements are fairly presented.
How It Works
Tell us what your lender requires and your deadline. We confirm the engagement level and quote a fixed fee.
You sign our engagement letter. We tell you exactly what records we need — most clients already have it in QuickBooks.
Brian prepares the statements, performs the required procedures, issues the CPA report, and signs as your accountant of record.
You receive final signed statements ready for your lender, bonding company, grantor, or investor.
Client Results
"Needed compiled financials for an SBA loan on a tight deadline. Rodgers & Company had them done in under two weeks. The bank accepted them without any revisions."
"Our bonding company required CPA-signed financials and we had no idea where to start. Brian walked us through exactly what was needed, got it done fast, and we qualified for the bond. Saved the contract."
"The reviewed financials Brian prepared helped us close a $1.2M loan. The bank's underwriter said they were among the cleanest they'd received. Brian knew exactly what format they needed."
Common Questions
Book a free 30-minute call. We'll confirm the engagement level, tell you what records we need, and quote a fixed fee before we start anything.
Book a Free CallPrefer email? brian@therodgersco.com — put "Attestation Inquiry" in the subject and we'll respond within one business day.
Compilations, reviews & audits. Fixed fee. Licensed Indiana CPA. 41 years in practice.
Book a Free Call