Hero Banner Image

Reviews and Compilations

A reviewed or compiled financial statement often meets the needs of financial institutions, regulators, and shareholders. We guide clients in selecting the right level of assurance for their situation, balancing service costs with benefits.

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

Financial Statement Review

Our financial statement review process is less extensive than an audit. It relies primarily on inquiry, analytics, and an understanding of the organization and contractual arrangements, in order to provide limited assurance that your financial statements are presented in accordance with generally accepted accounting principles.

Our process of applying analytics to the company’s current and historical data against industry information, combined with our ability to ask the right questions results in valuable information for our clients. In addition, we help our clients adapt these techniques so they can better evaluate their operations on a month-by-month and even week-by-week basis.

Financial Statement Compilation

Compilations provide the lowest level of assurance. Our service is based on obtaining a general knowledge of the organization and presenting your financial information in the form of financial statements.

 

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.