Assurance & Attest Services

At Helfman Davis & Associates, we provide traditional assurance and attest services which our clients continue to seek. They want clear, organized, accurate financial statements that we provide. In order to provide these services, we first understand the client’s business and identify significant accounts, transactions and processes. Only then can we provide our clients with accurate financial statements. The name Helfman Davis & Associates always lends credibility to each of the financial documents we produce.


Our assurance and attest services include:

  1. Compilation financial statements
  2. Reviewed financial statements
  3. Personal financial statements
  4. Agreed upon procedures
  5. Forecasts and projections