Financial Statement Services

Leveraging our financial statement services enables you to have reliable and impartial feedback on your business policies, procedures and goals. We provide a unique opportunity to make sure you have the guidance of an independent advisor who will provide accurate and bias-free information.

Kristina Helferty, CPA, has multiple years of experience in multiple types of industries offering Financial Statement Services in Clearwater, Florida at affordable rates. The firm is a member of the American Institute of Certified Public Accountants. The firm has no disciplinary action taken or pending against the firm during the past three years with state regulatory bodies or professional organizations. 

Financial Statement Services Include:

  • Reviews, Compilations and Preparation of Financial Statements
  • Agreed Upon Procedures
  • Budgets and Forecasting
  • Personal Financial Statements
  • Internal Controls

Our accounting firm is committed to a continuing professional education program, which emphasizes the areas of expertise of each member of our professional staff. The firm is required to comply with auditing standards generally accepted in the United States of America as well as IRS rules and regulations. We are committed to follow those standards, which result in quality financial statement and tax services, including continuing education for all staff of eight hours every two years.

How to Get Started

The best time to get started with our financial statement services is now, and Kristina Helferty, CPA is ready to help you. Feel free to visit our office at 2715 Cypress Drive, Clearwater, FL 33763. You can also call us at (727) 310-2000 to schedule a no-cost consultation for financial statement services and a variety of other CPA services.