Keystone CPA, Inc.

Keystone CPA provides acquisition related financial due diligence services to its clients. Our Certified Public Accountants, with extensive industry experience, perform rigorous financial testing procedures that provide clients with reliable information about their real estate transactions and allowing them greater confidence in their decisions. Armed with this knowledge, our clients can make well-informed decisions regarding their real estate transactions and have the potential basis for a renegotiation of the final purchase price or terms of the transaction.

Keystone CPA provides agreed upon procedures (AUPs) and financial testing services to our clients during acquisition process. We work closely with our clients to develop customized testing procedures based on the unique needs of a particular project. Our deliverable is a concise AUP report tailored towards our clients’ unique transactional needs. The report can be used for deal analysis, profitability projections, decision making, and potential renegotiation. Examples of the services that our experienced team of professionals can provide include the following:

Confirm the existence and accuracy of income statement items by comparing them to external sources such as bank statements, vender invoices, and confirmation letters

Confirm the existence and accuracy of assets listed on a balance sheet, and identify and evaluate existing or potential liabilities

Compare tax returns filed with the federal and state governments to financial statements to confirm consistency and discover any discrepancies

Please contact our office to find out about our financial due diligence services.

Financial Due Diligence