Independent assurance for the parties who require it.
A lender, surety, franchisor, or investor has asked for CPA-issued financial statements. The right answer is the lowest level of assurance that satisfies the requirement — and a process that does not disrupt your operations while it is underway.
Audit & Review Services for clients with real complexity.
- Contractors meeting surety and bonding requirements
- Borrowers subject to lender covenants requiring reviewed statements
- Franchisees and franchisors with agreement-driven reporting obligations
- Nonprofits and associations with grantor or bylaw requirements
Right-sized assurance
We help you confirm with the requesting party whether a compilation, review, or full audit is genuinely required before you pay for more than you need.
Predictable timeline
A dated request list and published milestones, so your team knows exactly what is needed and when.
Findings you can use
Control and process observations delivered as practical recommendations, not just a schedule of deficiencies.
Professional standards
Work performed under AICPA standards with independence documented throughout.
How a audit & review services engagement runs.
Requirement review
We read the covenant, bylaw, or agreement to determine the exact level of service required.
Planning
Risk assessment, a request list, and a schedule agreed with your team in advance.
Fieldwork
Procedures performed with minimal disruption, questions batched rather than drip-fed.
Report issuance
Statements and the CPA report delivered in the format the requesting party expects.
What clients ask before engaging.
What is the difference between a compilation, review, and audit?
A compilation presents management's information with no assurance. A review provides limited assurance through inquiry and analytics. An audit provides reasonable assurance through substantive testing — and costs accordingly.
Can you audit a client whose books you keep?
Independence rules restrict certain combinations. We will tell you plainly at the outset which services can and cannot be combined for your situation.
How long does a review take?
For a prepared client with reconciled books, a review typically runs three to five weeks from the start of fieldwork.
Ready to work with a CPA firm that treats your finances like their own?
Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.