The Smart Shortcut to Credible Financials
Financial Statement Reviews for Business
Get lender- and investor-ready financial statement reviews that deliver peace of mind, limited assurance, and meaningful credibility—without the cost, complexity, or disruption of a full audit. Ideal for small to medium sized businesses seeking a practical and professional solution that checks all the boxes and builds confidence.
Stronger Than a Compilation, Easier Than an Audit
A financial statement review is a service in which Geri and her team use analytical procedures and targeted questions to provide you and your stakeholders with limited assurance that your financial statements are accurate and don’t require significant adjustments.
Unlike an audit, a review doesn’t delve into individual transactions, and unlike a compilation, it provides greater credibility for banks, investors, or partners. It’s the smart, cost-effective way to strengthen trust in your financials.
Reviews Without the Runaround
Geri and her team make your financial statement review as easy as possible. The process begins by getting to know your business. We then perform analytical procedures and ask targeted questions, maintaining supportive and straightforward communication throughout. You’ll receive a clear roadmap at the start, updates along the way, and a concise report with our findings. We work efficiently to minimize disruption and are always available to explain results or next steps—the goal: limited assurance, delivered with fundamental understanding and practical guidance.
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Understand your business
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Run analytical procedures
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Deliver a clear report
Walk you through your findings
Is a Financial Statement Review Right for You?
A financial statement review is ideal for small businesses and companies seeking additional credibility for lenders, investors, or partners, without incurring the time and cost of a full audit. If you need to satisfy a loan requirement, provide peace of mind to stakeholders, or want assurance that your numbers add up, a review is a wise and efficient choice.
Not Your Average CPA Firm—Here’s What Sets Us Apart
With us, you get more than a checklist service—you get personal guidance from a team that understands small businesses. We combine CPA expertise, transparent pricing, and lender-ready reports with approachable communication and fast responses.
When you choose us, you get a review that’s recognized, respected, and makes your business feel supported every step of the way.
Benefits That Add Up—Fast
Gain lender and investor confidence, even without an audit
Save time and money with a faster, more efficient process
Receive clear, practical feedback from experienced CPAs
Enjoy minimal business disruption and easy-to-understand results
Meet stakeholder requirements without extra stress or cost
Let’s Take Your Financials to the Next Level
Ready to experience the right blend of assurance, speed, and support for your business?
Get in touch now to schedule your financial statement review and give your stakeholders the clarity and confidence they deserve.
Frequently Asked Questions About Financial Statement Reviews
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A compilation simply organizes your financial information with no checks or assurance. A review goes further by using analytical procedures and inquiries to provide limited assurance that your financial statements are free from material misstatements. An audit is the most in-depth, involving testing, evidence gathering, and providing the highest level of assurance available.
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A review offers limited assurance—meaning a CPA has looked for anything unusual or that doesn’t add up, but hasn’t performed the detailed testing that is typically done in an audit. The conclusion is called “negative assurance,” stating that we are not aware of any material modifications that should be made to your statements. It’s a meaningful step up from a compilation, but falls short of full audit assurance.
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Reviewed financial statements are widely accepted by banks, investors, and partners for many types of loans and compliance needs. Some financing and regulatory situations require only a review rather than a full audit. However, it’s always wise to confirm the requirements with your specific lender or stakeholder before proceeding.
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Most financial statement reviews are completed within one to two weeks, provided you have your documents ready and respond promptly to questions. The process is designed to be efficient and much less time-consuming than a full audit. We’ll keep you updated every step of the way so there are no surprises.
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Absolutely! We believe in clear, approachable communication. At the end of your review, we’ll walk you through our findings, explain what they mean for your business, and answer any questions—all in plain English, without confusing jargon.