Financial Statements Review
A financial statement review involves an evaluation of your company’s financial statements and provides limited assurance about the accuracy and conformity of the financial statements with the appliable accounting principles.
Key features of a financial statement review:
A review can be a cost-effective way to meet the requirements of third parties when an audit is not required.
Financial Statements Compilation
A financial statement compilation involves the preparation of financial statements by an accountant based on the information provided by your organization’s management, without providing any assurance on the accuracy or completeness of the data. In a compilation engagement, we take the financial data supplied by you and organize it into the appropriate financial statement format.
Key features of a financial statement compilation:
For some entities, this statement is sufficient to meet management needs as well as the needs of certain third parties.
Agreed-Upon Procedures (AUP)
In an agreed-upon procedures engagement, we perform specific procedures and tests agreed upon with you or a third party. This type of engagement is usually tailored to address specific areas of concern or to meet certain reporting requirements.
Key features of agreed-upon procedures engagement:
We offer various agreed-upon procedures (AUP) in accordance with the standards of the American Institute of Certified Public Accountants (AICPA).
A Commitment to Client Success
We specialize in audits of all types of Employee Benefit Plans, including:
Our expertise, experience, industry knowledge, and personalized attention put our clients in a position of strength.