A compilation collects and presents financial information in the form of financial statements without asserting any type of assurance.

A compilation is designed for private companies that do not have the need for an audit or review.


A projection is a forward looking prospective financial statement where one or more hypothetical assumptions have been made about the entity or business in question.


A forecast is a forward looking prospective financial statement that presents the expected financial position and cash flows using historical data of the entity or business in question.


Agreed upon procedures is the reporting on a given set of facts and information which is extremely limited in scope.


Financial planning is the process of reviewing available and projected investment resources to help in the goal making decisions regarding college, retirement, estate, etc.


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Dodge City, KS 67801

Phone: 620-225-6100

Fax: 620-225-5007



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