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Assurance Services

Review Engagements

Meaningful assurance without the cost and scope of a full audit.

About This Service

A review engagement provides a moderate level of assurance that there are no material modifications required to your financial statements. It is less costly than an audit and is the most common form of independent assurance required by banks, investors, and partnership agreements for private companies.

Who This Is For

Private companies and not-for-profits that need credible, independently reviewed financial statements to satisfy lender covenants, partnership agreements, regulatory requirements, or professional associations.

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What We Provide

Everything included in this service.

  • Review engagement conducted under Canadian Standard on Review Engagements (CSRE 2400)
  • Analytical procedures and inquiry-based procedures on financial data
  • Review of financial statements prepared under ASPE or ASNPO
  • Review report (practitioner's review report)
  • Communication of findings and recommendations to management
  • Support for banker and lender requirements
  • Advice on whether a review or audit is the right level of assurance for your situation

Why Work With Us

Satisfies most bank and lender requirements at a lower cost than an audit

Provides credibility for financial statements presented to partners or investors

Faster to complete than a full audit with less disruption to operations

Coordinated with your year-end bookkeeping and corporate tax filing

Get Started

Ready to talk about review engagements?

Request a consultation and we will review your situation at no charge. We agree on fees in advance, so there are never any surprises.