Financial statement audit
Reasonable assurance
Josh tests balances and transactions, confirms amounts with outside parties such as your bank, and issues an opinion on whether your statements are presented fairly under your reporting framework.
Leading The Way in Oklahoma CPA Audit & Review Services
Elder CPA is the audit and assurance practice of Josh Elder, a licensed Oklahoma CPA serving privately held businesses.
About Elder CPA
Elder CPA provides financial statement audits, reviews, and compilations for privately held businesses in Oklahoma.
Lenders, investors, and buyers often require CPA-reported financial statements. Elder CPA delivers that work with one licensed CPA accountable for every engagement, from the first planning conversation to the signed report.
Services
Each engagement gives a different level of assurance, which is how much confidence a reader can place in your financial statements. The engagement you need is often set by your lender, investors, or a buyer.
Review
Limited assurance
Josh applies analytical procedures and asks management targeted questions, then reports whether he is aware of any material changes your statements need.
Compilation
No assurance
Josh presents your financial information in proper financial statement form, based on your records and what management tells him, without verifying the underlying figures.
Audits follow the AICPA auditing standards for companies that are not publicly traded. Reviews and compilations follow the AICPA Statements on Standards for Accounting and Review Services.
Josh Elder, CPA
Josh Elder is a Certified Public Accountant licensed in Oklahoma who focuses on audit and assurance work. He founded Elder CPA and runs it as principal.
He is also the firm's only employee, so when you hire Elder CPA, you work with Josh. The CPA you meet is the CPA who plans the work, performs it, and signs the report, and your file stays with him from one year to the next.
Because a firm of one takes on a limited number of engagements, reaching out before your fiscal year ends gives your engagement the best chance of fitting your timeline.
- Role
- Founder and principal
- License
- Certified Public Accountant, Oklahoma
- Practice
- Audit and assurance
- Clients
- Privately held businesses
Contact Josh
Send a short note about your company and who has asked for the statements. Josh reads and answers every inquiry himself.
Include your fiscal year end if you know it, because it sets the timing for planning and fieldwork.
Thank you. Your message is with Josh.
He will reply to the email address you provided.