Reviews & Compilations
CPA-prepared financial statements at the level your lender or agency actually requires, without paying for a full audit.
Reviews
- Limited assuranceBased mainly on inquiry and analytical procedures, performed under AICPA SSARS standards.
- Common usesBank lines of credit, surety and bonding, and contractor licensing limits.
Compilations
- No assuranceWe present your financial information in statement form, with or without full disclosures.
- Common usesInternal decision-making, smaller loans, and situations where users know your business well.
Who it's for
Growing businesses whose lenders, sureties, or licensing boards want CPA-prepared statements.
How it works
- Confirm the requirementWe read your loan agreement or agency rule to confirm the level you need.
- Fixed fee and timelineAgreed on before we start.
- Information requestA short list tailored to your engagement.
- Statements and reportDraft review with you, then final statements ready to send.
Common questions
Can we start with a review and move to an audit later?
Yes. Many clients begin with a review and move to an audit as their lender or license limit requires. Starting with us makes the transition smoother.
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.