ARE YOU TRYING TO GROW YOUR BUSINESS OR NEED TO INCREASE YOUR LINE OF CREDIT AND THE LENDER IS REQUIRING AN AUDIT?
This is one of my strongest areas of expertise. I can do an internal audit to be sure the lender doesn’t find any discrepancies that may surprise you.
One of my clients is an environmental company that was generating about $1.3 million annually. They were negotiating government contracts that would enable them to expand to new areas of environmental clean-up. One of the requirements was to obtain a bond to meet their new obligations. Working with the CPA who would compile the required review of annual financials in order to obtain this bond, I gathered all information, reconciled all accounts and generated accurate financial statements. They received their contract and the first year did almost $30 million in revenue. This was by far one of my most exciting challenges, but also one of the most rewarding—to help a company with this phenomenal growth was satisfying in itself, but to do this with a company that is helping the environment made it all the more gratifying.
“Tish did a fantastic job in organizing the accounting documents needed to complete the review process. Her efficiency and accuracy was extremely helpful with this project.”
PBLLP, CPA, Santa Rosa