
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.
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.
A clear rhythm, so nothing slips
A clear recommendation on the level of assurance you actually need.
Signed financial statements, on time for your lender or investor.
One point of contact who already knows your books.
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.
Explore our other accounting services
Ready for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.


