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The Firm of Sheldon L Richards CPA

Call (833) 829-9909 or (646) 718-5912

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  • More
    • HOME
    • ABOUT US
      • Meet The Team
      • Refund Status | Pay IRS
      • Referral Program
      • Why Choose A CPA
      • FAQs
      • Blog
      • Client Portal
      • Case Study #1
      • Case Study #2
    • WHAT WE DO
      • Audit-Review-Compilation
      • U.S. Expat Tax Filing
      • Tax Resolution Services
      • Tax Preparation
      • Tax Planning
      • Accounting Services
      • Financial Planning
      • Part-Time CFO Services
      • Bookkeeping Services
      • Payroll Services
      • Sales & Use Tax Services
      • All Tax Services
      • New Business Setup
      • FBAR Reporting
      • Bank Loan Assistance
      • Cash Flow Management
    • WHO WE SERVE
      • Tax Resolution Prospects
      • Influencers & Creators
      • Physicians & Dentists
      • High Income $100K+
      • Cannabis Owners
      • Lawyers & Law Firms
      • Hotel Owners & Investors
      • Franchise Operators
      • Real Estate Investors
      • E-Commerce & Sellers
      • Retail Owners
    • PRICING
      • Tax Resolution Services
      • Tax Prep & Planning
      • Business Services Bundles
      • Business Startup Packages
      • Client Payment Portal
    • GET A QUOTE
    • CONTACT US

Call (833) 829-9909 or (646) 718-5912

The Firm of Sheldon L Richards CPA
  • HOME
  • ABOUT US
    • Meet The Team
    • Refund Status | Pay IRS
    • Referral Program
    • Why Choose A CPA
    • FAQs
    • Blog
    • Client Portal
    • Case Study #1
    • Case Study #2
  • WHAT WE DO
    • Audit-Review-Compilation
    • U.S. Expat Tax Filing
    • Tax Resolution Services
    • Tax Preparation
    • Tax Planning
    • Accounting Services
    • Financial Planning
    • Part-Time CFO Services
    • Bookkeeping Services
    • Payroll Services
    • Sales & Use Tax Services
    • All Tax Services
    • New Business Setup
    • FBAR Reporting
    • Bank Loan Assistance
    • Cash Flow Management
  • WHO WE SERVE
    • Tax Resolution Prospects
    • Influencers & Creators
    • Physicians & Dentists
    • High Income $100K+
    • Cannabis Owners
    • Lawyers & Law Firms
    • Hotel Owners & Investors
    • Franchise Operators
    • Real Estate Investors
    • E-Commerce & Sellers
    • Retail Owners
  • PRICING
    • Tax Resolution Services
    • Tax Prep & Planning
    • Business Services Bundles
    • Business Startup Packages
    • Client Payment Portal
  • GET A QUOTE
  • CONTACT US

🔍 CPA Audits, Reviews, & Compilations

Financial Reporting That Builds Confidence

Need CPA financial statements for a grant, funding opportunity, lender, investor, board, government agency, contract, or other requirement?

RCPA Solutions, PLLC provides professional Audit, Review, and Compilation services for 501(c)(3) nonprofit organizations and for-profit businesses.

Already know what you need? Let's discuss your engagement.

Not sure? We'll help you determine the appropriate CPA service based on the requirement you've received.

[SCHEDULE YOUR CPA CONSULTATION]

501(c)(3) Nonprofits • For-Profit Businesses • Audits • Reviews • Compilations

________________________________________

Who We Serve

501(c)(3) Nonprofit Organizations

Financial Reporting That Strengthens Confidence in Your Mission

Your nonprofit's financial statements can play an important role in demonstrating accountability, transparency, and responsible stewardship to the organizations and people supporting your mission.

RCPA Solutions provides Audit, Review, and Compilation services for nonprofits responding to requirements from:

• Grantors and funders

• Boards and governing bodies

• Government agencies

• Contracts and agreements

• Other third parties

Whether you're pursuing funding, satisfying a reporting requirement, or strengthening financial accountability, we'll help you determine the appropriate CPA engagement.

Your Mission Matters. Your Financial Reporting Should Support It.

[SCHEDULE YOUR NONPROFIT CPA CONSULTATION]

________________________________________

For-Profit Businesses

CPA Financial Statements for Financing, Investors & Business Opportunities

Your business is moving forward. Make sure your financial reporting is ready to move with it.

RCPA Solutions provides professional Audit, Review, and Compilation services for businesses that need CPA financial statements to satisfy lender, investor, contractual, or other third-party requirements.

Your business may need CPA financial statements when:

• Applying for bank or business financing

• Responding to a lender requirement

• Seeking outside investment

• Pursuing a major contract or business opportunity

• Meeting bonding or third-party reporting requirements

• Responding to ownership or governance requirements

Whether you're pursuing financing, investment, or your next major opportunity, we'll help you determine the appropriate CPA engagement.

Have the Requirement? Let's Start There.

[SCHEDULE YOUR BUSINESS CPA CONSULTATION]

________________________________________

What Level of CPA Service Do You Need?

Start With the Requirement

Not every organization needs a full audit.

The appropriate service depends on who is requesting your financial statements and what level of assurance they require.

CPA AUDIT

Highest Level of Assurance

An audit provides reasonable assurance and includes a CPA opinion on the financial statements.

It may be appropriate when a grantor, lender, investor, government agency, board, contract, or other third party requires a higher level of independent assurance.

[DISCUSS YOUR AUDIT]

________________________________________

CPA REVIEW

Limited Assurance

A review provides limited assurance without the scope of a full audit.

It may be appropriate when a third party requires assurance but does not require audited financial statements.

[DISCUSS YOUR REVIEW]

________________________________________

CPA COMPILATION

Financial Statements Without Assurance

A compilation assists management in presenting financial information in financial statement form without providing assurance.

It may be appropriate when professionally presented financial statements are needed but an audit or review is not required.

[DISCUSS YOUR COMPILATION]

________________________________________

Not Sure What They Asked For?

Don't Guess. Bring Us the Requirement.

You may have been told:

“We need audited financials.”

“Please provide CPA financial statements.”

“We need reviewed financial statements.”

Before moving forward, let's determine exactly what the requesting party requires.

If you have the request in writing, bring it to your consultation.

We'll focus on four things:

Who

Who is requesting the financial statements?

What

What exactly are they requiring?

Which

Which fiscal year or reporting period is needed?

When

When are the financial statements due?

[HELP ME DETERMINE WHAT I NEED]

________________________________________

Grants & Funding for Nonprofits

Be Financially Ready for the Opportunity

A grantor, funder, government agency, or other organization may require your nonprofit to provide financial statements as part of its reporting or funding requirements.

If your organization has received a specific financial statement requirement, we'll help you identify the appropriate CPA engagement and discuss the next steps.

Have the Grantor or Funder's Requirement?

Let's start there.

[SCHEDULE YOUR NONPROFIT CPA CONSULTATION]

________________________________________

Financing & Investment for Businesses

Be Ready When the Opportunity Requires CPA Financial Statements

Financing and investment opportunities can come with financial reporting requirements.

If a bank, lender, investor, or other third party requests CPA financial statements, don't automatically assume you need the most extensive service.

Start with the actual requirement.

RCPA Solutions will help you determine whether an Audit, Review, Compilation, or other financial statement service is appropriate based on the stated requirement.

Have the Lender or Investor's Request?

Let's discuss it.

[SCHEDULE YOUR BUSINESS CPA CONSULTATION]


Need an Audit, Review or Compilation?

Whether you're a 501(c)(3) nonprofit, charitable organization, foundation, or for-profit business, RCPA Solutions PLLC provides professional financial statement services tailored to your reporting needs.

From grantor, lender, board, regulatory, or other third-party requirements, we'll help you determine the appropriate level of service and move forward with confidence.

Audit • Review • Compilation

REQUEST MY ASSURANCE CONSULTATION
  • HOME
  • Meet The Team
  • Refund Status | Pay IRS
  • Referral Program
  • Why Choose A CPA
  • FAQs
  • Blog
  • Client Portal
  • Audit-Review-Compilation
  • Tax Resolution Services
  • Tax Preparation
  • Tax Resolution Prospects
  • Influencers & Creators
  • Physicians & Dentists
  • High Income $100K+
  • Tax Resolution Services
  • Tax Prep & Planning
  • Business Services Bundles
  • Client Payment Portal
  • GET A QUOTE
  • CONTACT US

RCPA SOLUTIONS PLLC

353 Lexington Avenue, New York, NY 10016

Call (833) 829-9909 or (646) 718-5912

 ​©️​ 2026

Before You Go... What Brings You Here Today?

Whether you need help with filing tax returns, bookkeeping, an IRS or State issue, or a business decision, we'd love to learn more about your situation.

Call (833) 829-9909 or schedule a complimentary 30-minute phone consultation with a Tax Specialist.

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