CLIENT PORTAL
CLIENT PORTAL

/

What we do

/

Financial Statements

What we do

Where is your business today? Where is it going?

A financial statement engagement with The Accountancy provides clear, actionable insight into the health of your business, with the level of rigor and assurance your organization requires.

Why it matters

Transparency and credibility
at every level.

Financial statement engagements demonstrate your commitment to transparency and sound financial management. Whether you need to satisfy lenders, investors, or your internal leadership team, each level of service provides a different degree of assurance regarding the accuracy and integrity of your financial records.We will help you determine the right engagement for your needs and deliver it with the precision, professionalism, and clarity your stakeholders expect.

Service levels

Choose the right level of assurance

Each engagement type offers a different degree of scrutiny. We'll recommend the one that fits your obligations and goals.

Highest assurance

Certified Audit

The highest level of financial statement service. Our CPAs follow a professionally mandated process to observe, test, and confirm that your financial statements are free from material misstatement.

Limited assurance

Review

Provides limited assurance that the financial statements require no material modifications to conform with GAAP standards — a meaningful step above compilation.

Presentation only

Compilation

The most basic level of attestation service. Financial information is presented in standard format, though the CPA provides no assurance that the statements are accurate.

Internal use

Internal Preparation

Intended for internal use only. Provides no opinion, conclusion, or assurance from the CPA, but results in professionally prepared financial statements for management's benefit.

Get in touch

Ready to get started with a financial statement engagement?

Nassif Shammaa

Partner

Argin Mahmoodi

Partner

Secure Your Financial Future Today

Join the many individuals and businesses who have reached their goals through our innovative thinking and personalized strategy.