ACCOUNTING SERVICES

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Our comprehensive tax, accounting, and attest services provide the information and insight you need to make the most profitable decisions for your business. From bookkeeping, to payroll, to preparing financial statements for banks or investors, our professionals provide knowledge and guidance based on years of experience.
Virtual Bookkeeping
Improve Your Organization’s Efficiency by Outsourcing Accounting.
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As part of the Chartered services team, each of our professionals is committed to excellence in client service. We are driven by a set of core values to ensure
a positive client experience. These are: Reliability, Sincerity, Personalization, Confidence, Trust

Chartered builds client relationships through empathy, curiosity, collaboration, courage, and critical thinking. Learn More

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ACCOUNTING SERVICES

HOW Chartered CAN HELP

Chartered accounting and assurance team delivers a full spectrum of services, including compilations, reviews, financial statement audits and agreed upon procedure engagements.

We have continually passed the intensive American Institute of Certified Public Accountants’ “Peer Review” examination and have also fulfilled the necessary requirements to be members of the AICPA’s Governmental Audit Quality Center (GAQC) and Employee Benefit Plan Audit Quality Center (EBPAQC).

In a Compilation engagement, we present the Company’s financial information into an accepted form of financial statements.

In a Review of your financial statements we will provide reasonable assurance that the financial statements taken as a whole are free of material misstatement. This review does not require obtaining an understanding of the entity’s internal control and other procedures ordinarily performed in an audit.

An Audit of your financial statements start at the planning process in accordance with uniform guidance. This includes a thorough understanding of your business, industry and internal controls and an expression of an opinion as to whether the financial statements are presented fairly in all material respects.

An agreed upon procedures audit is where a client or third party requires financial information or an assertion of management to be independently verified.

INDUSTRIES WE SERVE

Consumer Markets

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Private Equity

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Real Estate

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Education & Public Services

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Media & Entertainment

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Financial Services

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Healthcare & Life

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Technology

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Solve Complex Business Challenges With Insight Made Possible By Quality Financial And Nonfinancial Data

INSIGHTS

Post-2024 Election: Tax Changes Impacting the Construction Industry

INDUSTRY | 11/14/2024 Following Donald Trump’s 2024 election win, the construction industry is poised for significant changes as the administration’s proposed tax policies take …
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Business Succession Planning: Key Strategies for a Smooth Transition

BUSINESS MANAGEMENT | 11/13/2024 Plan Your Business’s Future: Succession and Owner Transition Strategies The impending generational wealth transfer underscores the importance of effective business …
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How a New President Could Affect the Consumer and Products Industry

CONSUMER | 11/08/2024 The incoming President-elect Donald Trump administration’s suggested policies could have a significant impact on the retail sector. The costs of consumer …
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