Advisory & Review
We analyze your numbers, pressure-test the assumptions behind them, and give you a clear read on where you stand.
Objective analysis when the stakes are high and the answer isn’t obvious. We review your numbers, pressure-test the assumptions behind them, and give you a clear read on where you stand.
Not every financial question has an obvious answer, and the moments that matter most (a major purchase, a partnership buyout, an audit, a deal) are exactly when you need a second, objective set of eyes on the numbers. Our advisory and review services give you an independent CPA’s assessment of your financial statements, the assumptions behind a decision, or the readiness of your books for outside scrutiny, so you can move forward with confidence instead of guesswork.
What's Included
- Financial statement preparation and review
- Complex technical accounting analysis
- Audit readiness and support
- M&A and transaction support
- On-call advisory for one-off decisions
Who This Is For
This service is built for business owners and finance teams facing a specific, high-stakes decision or event: preparing for a bank loan or audit, evaluating an acquisition or sale, resolving a technical accounting question, or simply wanting a qualified second opinion before signing off on a major financial commitment.
Frequently Asked Questions
A review provides limited assurance based on analytical procedures and inquiry; it's less extensive (and less costly) than a full audit, which involves testing transactions and internal controls directly. Many lenders and stakeholders accept a review in place of a full audit; we can advise which level your situation requires.
If you know an audit is coming, for a loan covenant, investor requirement, or regulatory filing, audit readiness support prepares your books, documentation, and internal processes in advance, reducing audit findings, delays, and cost once the actual audit begins.
Yes. Advisory and review engagements are designed to be independent: we can assess financials prepared elsewhere, whether that's for a transaction, a dispute, or simply peace of mind.
Yes, we provide financial due diligence, deal-structure analysis, and transaction support for business owners on either side of an M&A transaction, helping you understand the real financial picture before you sign.
How Advisory and Review Engagements Work
When to Bring Us In
The best time for an advisory and review engagement is before a decision is final, not after. Bringing us in on a major purchase, a partnership buyout, a financing round, or an audit means we can flag risk while there is still room to change course, rather than reconstructing what happened after the fact.
What a Review Actually Covers
A review goes beyond a glance at the numbers. We check that your financial statements are internally consistent, that classifications make sense, and that anything unusual has a documented explanation. Lenders, investors, and auditors notice the difference between numbers that were checked and numbers that were not.
Independent, Not Just Internal
Because this work sits apart from your day-to-day bookkeeping, you get a genuinely independent second opinion, not a rubber stamp on work we already did. That separation is exactly what most banks, boards, and outside auditors are looking for when they ask who reviewed your numbers.
Our review standards are informed by the professional guidance published by the AICPA, so the conclusions we put in writing hold up to outside scrutiny. If ongoing, forward-looking financial leadership is what you actually need rather than a one-time review, our fractional CFO services may be a better fit.