Richard J. Patient
Full Service Worcester, Massachusetts Certified Public Accountant & Business Advisor Firm helping you and your small business prosper.  Traditional CPA services include income Tax Preparation, Bookkeeping, Payroll, Incorporation, New Business Advisor Services, and more. FREE tips and filing calendar reminders.
Financial Reporting, Income Tax Preparation, Payroll, Business Advisors, CPA, Accountants

Financial Reporting

Our financial reporting services are geared to providing information essential to making sound business and investment decisions, whether that information is for the use of management or outside lenders or investors. While our services can be customized to meet your needs, you will find we always strive to conduct our engagements in the most efficient and cost effective manner.


The objective of an audit, with regard to financial reporting, is to provide a reasonable basis for expressing an opinion regarding that financial statements, taken as a whole, are presented fairly in conformity with generally accepted accounting principles or, if applicable, with another comprehensive basis of accounting. An audit includes obtaining an understanding of internal controls, assessing control risk and testing accounting records and responses to inquiries by obtaining corroborating evidence through inspection, observation and confirmation.


A review of financial statements includes making inquiries of management and performing analytical procedures to provide a basis for expressing limited assurance that there are no material modifications that should be made to the statements for them to be in conformity with generally accepted accounting principles or, if applicable, with another comprehensive basis of accounting.


A compilation involves presenting management’s information in the form of financial statements without expressing any level of assurance.

Personal Financial Statements

Lenders, and most equity investors, want to know not only about your business's financial position, but also about the personal financial profile of the business's owners. We can assist you in preparing a personal financial statement that outlines all the information that conventional lenders will want to know about your personal finances, from a description of your assets and liabilities to identification of your sources of income. We can help you get a good idea of what lenders are looking for, how your financial profile will appear to them, and the importance of carefully completing such a form before submitting it to a lender.

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Patient CPA & Associates is a full service Worcester CPA (Certified Public Accountant) and Business Advisor Firm offering services in the areas of  accounting, financial reporting, income tax preparation, bookkeeping, incorporation, corporate, new business advisor services.  As a Worcester CPA, we proudly serve all of Worcester County Massachusetts and beyond, to include but not be limited to the following cities/towns: Worcester, Auburn, Shrewsbury, Grafton, Millbury, Northbridge, Northborough, Oxford, Uxbridge, Charlton, Sturbridge, Dudley, Paxton, Rutland, West Boylston, Boylston, Marlborough, Southborough, Westborough, and beyond to Boston and the surrounding areas.  We are Worcester's CPA.

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