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

For more than 40 years, Rubino has provided highly specialized public accounting, tax and financial planning, regulatory consulting, and related financial services.

We specialize in audits of all types of Employee Benefit Plans, including:

Your Full-Service Assurance Partner

Our expertise, experience, industry knowledge, and personalized attention put our clients in a position of strength.

With the Rubino Team,Anything Is Possible

With Rubino, your organization is primed to reach your goals and beyond. We enhance what you already do well, we improve what you don’t, and we help you build an organization that is ready for anything.

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