Overview

The Right Level of Assurance for Your Situation

Not every situation requires a full audit. Compilations and reviews provide meaningful levels of assurance that satisfy many lender, partner, and internal requirements at a scope and cost suited to the engagement. A compilation presents financial information in statement form without expressing assurance, which serves management that needs well-organized, properly formatted statements for internal use, a bank relationship, or a transaction. A review provides limited assurance: we perform inquiry and analytical procedures and report whether we are aware of any material modifications needed. We help you choose the right level and define that scope clearly upfront, so there are no surprises about what the report says or who may rely on it.

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