Financial Statements Your Lender Will Accept
A review is more than a rubber stamp. Done right, it gives lenders confidence, surfaces reporting issues early, and builds the financial credibility that opens better financing terms.
“Reviewed financial statements that lenders and investors actually trust.”
What's Included
What Assurance & Reviews Covers
Review engagements (SSARS) for bank and lender submissions
Agreed-upon procedures for specific financial questions
Compilation engagements for internal or limited-use reporting
Financial statement preparation aligned with GAAP
Narrative and management discussion support
Ideal For
Is This Right for You?
Business owners applying for SBA loans or lines of credit requiring CPA-reviewed statements
Companies providing financial statements to investors or acquiring parties
Businesses needing a step above compiled statements without a full audit
Questions
Common Questions
Do I need an audit or a review?
Most lenders for small-to-mid-size businesses require a review, not a full audit. Reviews are significantly less costly and time-intensive. Brett can assess what your specific lender or investor requires.
How long does a review engagement take?
Typically 3–6 weeks depending on the state of your books, the complexity of your operations, and how quickly information can be provided.
Low Pressure · No Sales Pitch
Ready to Get Started with Assurance & Reviews?
Book a free 20-minute discovery call. No commitment, no pitch.