Learn what certified financial statements are, when you need them, and how to obtain them. Includes costs, timelines and a complete prep checklist.

A certified financial statement is one that has been reviewed and approved by a certified, independent auditor. Such statements are considered more reliable than unaudited statements and are mandatory ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Every small business owner gets to the point where they worry ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Staff Personal Finance Editor, Buy Side Valerie Morris is a ...

With so many online resources to choose from, finding a financial advisor has become easier. However, there’s a lot to sift through when it comes to picking one. Every financial advisor tends to have ...

Imagine a family you might not expect to see in the office of a CERTIFIED FINANCIAL PLANNER™ professional. It's a husband and wife. They're middle class. He works in marketing. She's an office manager ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Dr. Ramos works with leadership teams to hire talent that aligns with business strategies, ...

Gov. Gavin Newsom has signed Assembly Bill 1175 into law, significantly altering the educational requirements for aspiring ...