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Reviews & Compilations

Financial statements are not only important for business owners, but are often necessary for securing credit. Anybody can print financial statements off of their accounting software, but do they accurately represent the true financial position of the company?

We offer different levels of assurance for your financial statements to meet your needs.


A review consist principally of inquires personnel and analytical procedures applied to financial data. It does not require an evaluation of internal controls, verification with third parties, or physical inspection of assets. A review report expresses limited assurance in the form of the statement: “We are not aware of any material modification” for the financial statements to be in conformity with the Generally Accepted Accounting Principles (GAAP).


A compilation is the lowest level of assurance, where we present information that is the “representation of management” and expresses no opinion or assurance on the statements. They don’t require inquires of management or analytical procedures. Instead, we rely on our knowledge of accounting principle and a general understanding of your business.

Banks often require compilations from an independent CPA as part of the lending process.

Please contact us and our professionals will help you find the report that is right for you.

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