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
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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]
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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]
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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]
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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]
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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]
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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]
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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]
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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]