Business & Financial Statement Audits

Howard Terrell CPA Firm PLLC provides business and financial statement audit services for organizations that need independent reporting for lenders, owners, investors or other intended users. Work directly with a Texas CPA to define the statements, reporting period and deliverables your engagement requires.

Financial statement and balance sheet audits

We offer audits of financial statements and single financial statements, including a balance sheet as of a specified date. The engagement begins with the reporting requirement: who will use the report, what financial information they require and when it is due.

A scope matched to the reporting requirement

Bring the lender letter, agency request or other written instructions to your consultation. We review the required reporting framework, financial statements and disclosures, periods covered and intended use before establishing the engagement scope and fee.

What to have ready for your consultation

• The written audit request and the report recipient's contact information.
• Your entity type, business activities and ownership structure.
• The balance sheet date or financial reporting period and delivery deadline.
• Your accounting system, current trial balance and status of account reconciliations.
• Prior financial statements and audit reports, when available.
• Details of any bookkeeping, tax or other services already provided by our firm.

Clear responsibilities and deliverables

We discuss record readiness, management responsibilities, independence, access to supporting records and the expected reporting process. The signed engagement letter identifies the work to be performed and the fees before the audit begins.

Business audits and IRS representation

A financial statement audit addresses financial reporting. If you need help responding to an IRS examination or notice, visit our IRS tax resolution page.

Serving DeSoto, Southlake and Dallas–Fort Worth

Meet by appointment at our DeSoto office or Southlake office. Remote coordination is available as appropriate for the engagement.

Discuss your audit needs

Tell us the purpose, systems or statements involved, and your deadline. We will discuss scope, records needed and fees.

Schedule an Audit Consultation ↗

Call (469) 941-4367 or email hterrell@htcpafirm.com. Please request secure delivery instructions before sending confidential records.

Related service: IT Audits & Internal Controls.