A review engagement provides a higher level of assurance than a compilation. In a review, we ask questions, analyze your financial information, and assess whether the financial statements are plausible based on the information provided. The result is a set of financial statements with limited assurance that they are free of material misstatement. A review is ideal for businesses seeking to grow, gain a deeper understanding of their financial situation, and identify areas for improvement.

If you already have reliable bookkeeping records but need year-end financial statements, a compilation engagement may be all you need. We take the financial information you provide and format it into a standard set of statements. We correct obvious errors but do not verify the accuracy of the data, as it is based solely on the information provided to us. This service is often used by small businesses that need formal reports for internal planning, tax filing, or financing that does not require assurance.