Compilation & Review Services

  • Ideal for small businesses, nonprofits, or growing companies needing professional financial statements for lenders, investors, or stakeholders without the cost of a full review or audit.

    Features Include:

    • CPA-prepared financial statements in accordance with accounting standards

    • Management representation letter

    • No assurance opinion (compilation report issued)

    • Professional formatting and presentation

    • Suitable for bank financing and investor requirements

  • Ideal for businesses or organizations requiring limited assurance on financial statements for lenders, investors, or regulatory compliance, providing more credibility than a compilation at a lower cost than an audit.

    Features Include:

    • CPA-performed analytical procedures and inquiries

    • Limited assurance opinion (review report issued)

    • Management representation letter

    • Enhanced credibility for stakeholders and third parties

    • Professional financial statement preparation and presentation

Free Consultation