Reviews & Compilations

Partners In Your Success

Financial Statement Reviews and Compilations

Reviews

Financial statement reviews are performed by utilizing inquires of management and analytical procedures that provide limited assurance that meet the needs of the client and financial statement users. A review of a financial statement may be a more economical alternative to performing a financial statement audit. A review is also substantially less in scope than an audit in accordance with generally accepted accounting standards.

Compilations

A compilation is the collection and presentation of financial information in the form of financial statements without the expression of assurance (ie. balance sheet, income statement, and statement of cash flows). Compilations are designed for private companies that do not have the need for audited or reviewed financial statements. Compilations are frequently prepared on an interim basis, monthly or quarterly, as well as annually.

Projections

Are you starting up a new business or seeking to expand? Then the preparation of prospective financial statements that present an expected financial position given one or more hypothetical assumptions may suit your needs. Projections may also include the presentation of anticipated results of operations and cash flows.

Forecasts

Preparation of prospective financial statements that present the expected financial position, results of operations and cash flows.

Agreed Upon Procedures

Performance of and reporting on agreed upon procedures and findings allows us to tailor our focus and efforts on your specific issues of concern to management and to third-party users. As a result, these engagements can be a cost-effective service to meet your needs.

Litigation Support

We provide assistance to attorneys on accounting, tax, and other financial matters.