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.