When a bank, bonding company, landlord or investor asks for more than internally prepared financials, a CPA review is often the right answer. A review engagement gives them limited assurance that your financial statements are free of material misstatement. It costs significantly less than a full audit.

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What a review includes:

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• Analytical procedures. We compare your numbers across periods and against expectations to spot anything unusual.

• Management inquiries. We talk through your accounting practices and significant transactions with you.

• An independent accountant's review report. The signed report is issued under AICPA standards (SSARS) and is accepted by most lenders and sureties.

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Who typically needs a review:

• Businesses with loan covenants that require reviewed financials.

• Contractors who need financial statements for bonding.

• Companies preparing for a sale, a new investor or a large line of credit.

• Nonprofits whose grantors or boards require independent CPA involvement.

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We'll talk with you first to confirm whether a review, a compilation or another level of service fits what your lender actually requires. That way you don't pay for more than you need.

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Learn more about financial statement reviews →