Financial statement reviews
Limited assurance based primarily on analytical procedures, inquiries, and professional evaluation.
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Service 02
Reviews & compilations
Not every business needs an audit. Reviews and compilations can provide a more proportionate financial statement service when a lender, owner, or other user needs professionally prepared information at a different level of assurance.
What we can help with
A focused scope built around the purpose.
Financial statement compilations
Financial information presented in statement form without providing assurance on the statements.
Reporting framework guidance
Help identifying the financial reporting basis and disclosures appropriate for the intended users.
Service-level consultation
A practical discussion of audit, review, and compilation differences before you commit to a scope.
Common situations
When this service may be worth discussing.
- A lender asks for CPA-prepared statements
- Owners want consistent external reporting
- An audit would exceed the actual requirement
- The appropriate service level is not yet clear
What to expect
Clear steps. Direct communication.
Every engagement begins with the actual requirement, your timing, and the records already available.
Identify the users
We begin with who needs the statements and the exact language in any reporting requirement.
Recommend the service
We explain the differences and help determine whether a review or compilation fits the need.
Prepare efficiently
You receive a focused information request and responsive support as questions arise.
Issue the statements
We complete the engagement and communicate important presentation or reporting considerations.
Start with a conversation
Not sure whether this is the right service?
A free 30-minute consultation can help clarify the requirement, scope, and best next step.
Service availability and scope depend on your facts, applicable professional standards, licensing requirements, and a signed engagement agreement.