San Diego Certified Public Accounting Firm Since 1984

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Financial Statement Preparation,
Compilation and Review

Tom Huckabee, CPA provides personalized solutions to meet your unique needs, providing the precise financial reports to help you achieve your goals.

Let’s make your financial journey a success! 

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Trusted By Dozens of San Diego Small Businesses

In accounting and finance, your company’s numbers tell your story, and we’re here to help you share it.

Accurate financial statements are essential for all San Diego County businesses, helping CEOs, CFOs, and other leaders get a clear picture of their company’s health. Startups and entrepreneurs also rely on these statements for key decisions, loan applications, and attracting investors. Non-profits, private companies, and public corporations need them for revenue growth and financial performance.

Thomas Huckabee, CPA, offers comprehensive services including tax returns, financial compilations, and statement reviews, tailored to your business needs.

 

Comprehensive Financial Statement Services for San Diego Corporations

At Thomas Huckabee, CPA, we offer comprehensive financial statement preparation and compilation services for San Diego corporations on a monthly, quarterly, and annual basis. Our expertise ensures your financial materials comply with GAAP and SEC regulations, whether you use cash or accrual accounting.

We meticulously compile and format your data, verify its accuracy, and identify any missing information. Additionally, we familiarize ourselves with your accounting entries and methods to ensure seamless future reviews.

While we don’t provide business advice during the compilation process, we do assess your financial data to suggest any additional services, such as internal control monitoring, that could benefit your company.

 

A Financial Statement Review Summary Ensures Financial Statements Reflect Your Business's Strength and Meets Regulatory Standards

Thomas Huckabee, CPA, offers thorough financial statement reviews for private entities. This process involves analyzing your self-generated financial statements to ensure they comply with GAAP or IFRS standards. We provide a report with minimal assurance that no significant changes are needed.

Choose the type of review; from simple compilations to comprehensive audits. These reviews help to identify unusual trends or errors without the need for a full audit.

Key areas we cover include:

  • Review & Reconciliation: Regular bank and account reconciliation, general ledger accuracy, payroll review, and compliance.
  • Reports: Monthly, quarterly, and annual reports, including work compensation audits and year-end reconciliations.
  • Financial Statements: Income statements, balance sheets, and cash flow statements.
  • Taxes: Corporate and industry-specific taxes.
  • Budgeting: Monthly, quarterly, annual, or ad hoc budgeting.
  • HR Compliance: Human resources issues and compliance.
  • Additional Services Offered: Bank reconciliations and internal control assessments.
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Solid financial statements aren’t just legally required; they tell your company’s story.
 

 Call (858) 945-5510 or Contact Us for a Consultation.

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Thomas Huckabee, Inc.
888 Prospect St, Suite 200
La Jolla CA USA 92037
Email: thomas.huckabee@tehcpa.net
Phone: (858) 945-5510
Fax: (858) 332-1800

AICPA member & Quickbooks Certified Advisor

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