Compilation & Review Services
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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
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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