Choose the level of assurance your situation requires
Compiled Financial Statements
Financial statements prepared by a CPA based on information provided by management. No assurance is provided.
When you need this: Your bank, lender, or partner requires financial statements prepared by a CPA. This is the most common level for private businesses.
- Balance sheet and income statement
- Notes to financial statements
- Supporting schedules as required
- Prepared in accordance with applicable accounting standards
Reviewed Financial Statements
Financial statements with limited assurance, a higher level of credibility than a compilation.
When you need this: Your lender, investor, or governance requirements demand a higher level of assurance than a compilation provides.
- Everything included in a compilation
- Analytical procedures and inquiries
- Limited assurance report issued
- Performed under CSRE 2400
The process
- Tell us what you need and who requires the financial statements. We recommend the right engagement and provide a quote.
- We collect your financial records and supporting documentation.
- We prepare and deliver your financial statements, ready for your lender, investor, or stakeholder.
