Compilation, Accounting & Review

For privately held businesses, industries and non-profit organizations.

Creditors, stockholders and potential investors often need assurance that financial statements accurately represent the financial position of a company.  Financial compilations and reviews provide different levels of assurance of the financial health of a business and add credibility to financial statements.  Compilation and review services require a thorough knowledge of your business, industry or organization.

By learning all we can about your operation we can provide any level of service your situation may require. We provide these services to privately held businesses, industries and non-profit organizations.

Financial Statement Compilations – A financial statement compilation is the process of presenting financial information, supplied by management, in the form of financial statements. Because the firm does no further investigative work, no assurance can be expressed; however, it can serve the organization when presentation and clarification of data is required.

Jason Smith and his team provide excellent professional service and advice. Their knowledge of current tax law and ability to seamlessly integrate with our accounting software makes it feel as though we have our own in-house accountant.


David Holt
Real Estate Developer
Ridge and Ridge

Financial Statement Reviews – A financial statement review consists of analytical procedures applied to your financial statements and inquiries of your management. Review procedures, which are substantially less comprehensive than audits, allow the accountant to give limited assurance regarding the fairness of the financial statement.

Our CPA Firm provides accounting compilation services depending on the needs of the business — either monthly, quarterly or annually. Regardless of the frequency, clients know we use our knowledge of your business to produce compilations that offer value and information that you can use.


  • Compilation of periodic financial statements for entities in various industries including:
    • Cash and other balance sheet account reconciliations
    • Fixed asset management and depreciation calculation
    • Owner’s compensation and tax planning analyses
  • Review of financial statements as required or requested by creditors or governmental agencies
  • Financial and cash flow forecasting, budgeting and revenue and cost analyses
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