Personal Financial Statements

Make Your Bank Your Friend

Banks are very conservative by nature, no matter what their size. They have strict regulations they have to follow on every loan and they want to reduce their risk to the bare minimum. This can be very frustrating for you, the borrower, when you need financing for your home, your business, or your real estate investments.

Now you can get you own Vanderbilt CPA Group Personal Financial Statements that will make the bank your friend. Your Vanderbilt CPA Group Financial Statements will be compiled under the standards of the Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.

In addition to improving your bank relationships, your personal financial statements will provide you with critical information for making decisions about your own investing and wealth strategies. Your Vanderbilt CPA Group Personal Financial Statements will include:

  • Compilation report from a prestigious CPA Firm
  • Statement of financial condition
  • Statement of estimated personal cash flows

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