Financial Review
Independent financial review and limited assurance for US businesses — GAAP compliance, controls, and lender-ready reporting.
Duration
2-4 weeks
Starting at
$79
Best For
Independent financial check-up
Financial Review & Limited Assurance Services for US Businesses
Sometimes you don't need a full audit — but you do need an independent expert to review your numbers. Our financial review services provide comfort to shareholders, lenders, and potential investors that your financial statements are reasonable and controls are functioning.
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Scope of Review
What We Review
Our financial review covers the key areas lenders, investors, and stakeholders care about most:
- ✓ Accuracy and consistency of your financial statements
- ✓ Compliance with applicable US accounting standards (GAAP)
- ✓ Key internal controls around revenue recognition, expenses, and cash
- ✓ Fraud and error risk indicators across financial records
- ✓ Operational efficiency and process gaps in your finance function
Our Approach
How We Conduct the Review
We perform analytical procedures, inquiries, and targeted tests designed to identify material issues without the cost and disruption of a full audit.
Our work follows professional review standards and results in clear, practical recommendations — not a 50-page report full of technical jargon. Every finding comes with a prioritized recommendation your team can act on.
Planning & Scoping
We define the scope of the review based on your needs — lender requirement, investor due diligence, or internal governance.
Analytical Procedures
We apply ratio analysis, trend analysis, and cross-statement comparisons to identify anomalies and inconsistencies.
Inquiries & Testing
We ask targeted questions and perform limited tests on key balances, controls, and process points of risk.
Report & Action Plan
We deliver a review report, management letter, and prioritized action plan with quick wins and longer-term fixes.
Not sure whether you need a review or a full audit? Read our article: Important Signs Your Business Needs Professional Accounting Help
Key Deliverables
What You Receive
📄 Review Report
A formal report summarizing our procedures, scope, conclusions, and any material findings for stakeholders.
📬 Management Letter
A confidential letter describing control weaknesses, improvement opportunities, and specific risk areas identified.
🎯 Prioritized Action Plan
Quick wins and longer-term fixes ranked by risk and impact — so you know exactly what to tackle first.
🔧 Implementation Support
Follow-up support to help you implement improvements and track progress on the recommendations.
Ideal Clients
Who This Service Is For
Our financial review service is designed for US businesses that need independent assurance without the full burden of a statutory audit:
- Businesses needing comfort for lenders or investors but not a full statutory audit
- Companies scaling quickly that want to tighten controls before issues appear
- Businesses wanting an independent CFO-level view of their finance function
- Companies preparing for M&A, a capital raise, or significant new lender relationships
If you're not sure whether you need a review or an audit, we can help you choose the right level of assurance for your stage and goals.
Understand Your Options
Review vs. Audit: Which Do You Need?
Choosing the right level of assurance saves time, money, and disruption — here's a simple breakdown:
| Factor | Financial Review | Full Audit |
|---|---|---|
| Level of assurance | Limited / moderate | Highest |
| Cost | Lower | Higher |
| Disruption to operations | Minimal | Significant |
| Good for lenders & investors | ✅ Often sufficient | ✅ Highest confidence |
| Required for public companies | No | Yes (SEC requirements) |
| Best for | Growing private businesses | Public, regulated, or large enterprises |
Get Independent Financial Comfort Without the Audit Cost
Let's talk about what level of review is right for your business stage, lender requirements, and upcoming decisions.
Frequently Asked Questions
What's Included
Ready to Get Started?
Let's discuss how our financial review service can help your business grow and succeed.
