Review and compilation services

Instilling confidence with reviews and compilations of financial statements

Businesses need reliable financial statements to secure loans, close deals, satisfy various stakeholders and simply gain a clear understanding of their financial health.

However, your business may not need the detailed scrutiny of a financial statement audit. Perhaps you don’t have significant debt or complex financial transactions. In that case, a review or a compilation may be a cost-effective alternative to a full audit, offering different levels of assurance based on your business's specific needs.

RSM’s dedicated review and compilation assurance team delivers high-quality assurance services through efficient, streamlined processes. We are flexible in meeting the timing and cadence your business needs. Also, our industry-specific knowledge enables us to see your financial big picture through the industry lens and provide you with tailored insights and solutions.

We emphasize collaboration with our tax and business advisory teams to offer you comprehensive support for various business initiatives, such as:

  • Tax planning
  • Transition planning
  • Estate planning
  • System implementations
  • Strategic planning
  • Human resources

As a result of this integrated service model, your business receives holistic advice and solutions from a single provider.

Review, compilation and audit services to help your business

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We appreciate the opportunity to understand your operations, risk environment, business needs and the issues you face.