PROFESSIONAL AUDITS, REVIEWS & COMPILATIONS

We view our role in the financial reporting process as an opportunity to deliver meaningful insight—not just formal reports. Our goal is to provide constructive solutions that help maximize your company’s profitability, strengthen internal processes, and improve operational efficiency.

We provide financial reporting services across all three levels of assurance and serve clients throughout Atlanta and the surrounding counties. Click each category below for a detailed overview.

• Audit – The most comprehensive level of assurance, involving extensive examination and verification.
• Review – Limited assurance based on analytical procedures and management inquiries.
• Compilation – Financial statements prepared from client-provided information with no assurance.

Whether required by a lender, investors, regulatory agencies, or your own internal governance, an audit provides the confidence that your financial statements are accurate, complete, and fairly presented.

During an audit, we:

• Examine financial records in detail
• Verify information directly with customers, banks, vendors, and attorneys
• Observe inventory procedures and evaluate operating practices
• Review internal controls
• Test selected transactions to identify any irregularities

Following our work, we issue an independent auditor’s report indicating whether the financial statements are free of material misstatement. As a local Atlanta firm, we combine rigorous professional standards with highly responsive, personalized service.

A review offers a practical middle ground for businesses that want more confidence in their financial statements without the scope and cost of a full audit.

A review engagement includes:

• Analytical procedures to identify trends or inconsistencies
• Targeted inquiries of management
• Additional procedures if information appears incomplete or unusual

Many businesses request a review to satisfy lender requirements or to provide stakeholders with added assurance, while maintaining cost efficiency.

A compilation involves preparing financial statements using information provided by management. While we do not perform verification procedures or express an opinion, we apply our accounting expertise to present the information clearly and professionally.

Key characteristics of compilations:

• No assurance is provided
• No inquiries or analytical procedures are required
• Ideal for internal use or lender requests where a full review or audit is unnecessary
• Often required by banks as part of lending covenants