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Financial Reporting

Katz&Co provides standard financial reporting services that provide GAP compliant statements which will enhance the decision-making processes of business owners, satisfy the reporting needs of financial institutions, partners, and creditors.  Katz&CO prepared financial reporting complies with all IRS requirements.

Besides ongoing compliance Katz&Co financial reporting is accompanied by detailed analysis that provides actionable information on which companies can make strategic decisions.

You can be assured that we deliver reliably and accurately on time, every time. You can rest assured that we know (and keep up with) the accounting rules and regulations in all the jurisdictions in which we operate so we can proactively advise you of any changes that will affect your business and accounting practices. And you can rely on our commitment to building a long-term partnership with you by developing an understanding of your business, offering a flexible and tailored approach to delivering our services and building a personal relationship with you.

Financial Reporting Formats

Katz&Co financial reporting provides:

  • Review statements which provide business owners with an accurate financial picture of the financial status of their business.
  • Summary statements (Compilations)which provide details on transactions and expenses and can provide deep insight into the operation of your business. In many cases, a summary statement will meet the needs of potential customers or vendors who you are seeking to do business with.
  • GAP compliant audited statements carried out at Katz&Co are used regularly in mergers and acquisitions, private placements, institutional and venture capital financing. GAP standard financial reporting is used for annual SEC compliance reporting. Katz&Co provides audits whose opinions are relied on for decision making.

Our financial reporting services include bookkeeping and the creation of chart of accounts ensuring instantly available financial reporting using QuickBooks.

You can find out more about our services by following the links above of call or phone us for more information or to set up a consultative meeting in our convenient Bethesda offices

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  • Phone: 301.951.8700 | Email: info@katzcpa.com