Monday to Friday, 9:00 to 5:30 ET 408-688 Rue Notre-Dame W, Montreal Français

Audit & Assurance

When a bank, investor, landlord or franchisor asks for financial statements, the level of assurance matters. We prepare compilation (formerly Notice to Reader) and review engagements, and support you through external audits.

What’s included

Everything handled, nothing left hanging

  • Compilation engagements (formerly Notice to Reader)
  • Review engagements for lenders and investors
  • Audit preparation and support
  • Financial statements for bank covenants and leases
  • Franchise and grant reporting
  • Year-end adjustments and working papers

Typically suits

Businesses applying for financing, reporting to investors or landlords, or preparing for an external audit.

What you receive

A clear rhythm, so nothing slips

Up front

A clear recommendation on the level of assurance you actually need.

At year-end

Signed financial statements, on time for your lender or investor.

Throughout

One point of contact who already knows your books.

FAQ

Common questions

What is the difference between a compilation and a review?

A compilation presents your financial information in statement form without providing assurance. A review adds analytical procedures and enquiry, giving limited assurance that lenders and investors often require.

Do we need a full audit?

Often not. Many lenders accept a review engagement. We will confirm what your agreement actually requires before recommending anything.

Free 30-minute consultation

Ready for books you can rely on?

Tell us about your business and we’ll send a fixed, written proposal within two business days.

Book a consultation info@ledgexaccounting.com