Personal Financial Statements

At Klausner & Company, we can help our individual clients with their personal financial statement needs.

Why would an individual need a CPA compiled financial statement?

  • To help high net-worth individuals monitor and evaluate financial position

  • As a requirement of any bank or financial lending institution for obtaining or personally guaranteeing a loan

  • To aid in preparing an estate or financial plan

  • As a requirement of a divorce proceeding

  • As a requirement to run for public office

  • To aid in potential investment opportunities

If you are interested in learning more about Klausner & Company assisting in the presentation of your personal financial statement, please contact us.