Lender-grade financials
Audit, Review & Compilation
Independent assurance work when a bank, bonding agent, franchisor or board needs financials they can rely on.
- Engagements scoped to what the requester actually needs
- Fieldwork planned around your calendar
- Findings explained before the report is issued
What the engagement covers
Compilations
Financial statements prepared in accordance with the applicable framework, without assurance.
Reviews
Analytical procedures and inquiry providing limited assurance, common for lender requirements.
Audits
Full-scope engagements for businesses, nonprofits and employee benefit plans.
Agreed-upon procedures
Targeted testing where a third party needs a specific question answered.
Common questions
Which level do we need?
Send us the request letter from your bank or board. Nine times out of ten it names the level, and we'll confirm before quoting.
Can you audit if you do our bookkeeping?
Independence rules limit that combination. We'll tell you plainly and refer the assurance work if needed.