Better bonding terms
Sureties look at the quality of your financial statements when they set bonding capacity and pricing. Reviewed or audited statements can support higher capacity and more favorable terms than internally prepared ones.
Audit & Assurance
Is your bank, investor, or surety asking for audited financial statements?
When a lender, investor, or bonding company asks for CPA-prepared financial statements, they want to know they can rely on your numbers. We provide audits, reviews, and compilations, and we can help you figure out which one you actually need.
The firm is peer reviewed under the AICPA Peer Review Program and has earned the highest level of certification since inception.
Schedule a ConsultationWhy it is worth more than a compliance requirement
Stronger lender relationships
Lenders give more weight to independently examined results. That can matter when you renew a line of credit or request new financing.
Confidence in your own numbers
An outside CPA looking at your books will often find errors, weak controls, or accounting issues before they grow into bigger problems.
Readiness for a sale
Buyers trust financial statements with a review or audit history, which can make due diligence shorter and smoother.
Which level do you need?
| Audit | Review | Compilation | |
|---|---|---|---|
| Assurance | Reasonable | Limited | None |
| Typical user | Larger lenders, investors, sureties | Lenders needing some assurance | Owners, basic lender reporting |
| Relative cost | Highest | Moderate | Lowest |
Check your loan agreement or bonding requirements before you choose. Buying more assurance than you need costs extra, and buying less than you need can put you in default.
We also perform agreed-upon procedures when a contract or third party needs specific items tested.
Start a conversation
Not sure what your lender requires?
Send us the requirement, and we will tell you which engagement fits and what it will involve.