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Review and compilation services

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Instilling confidence with reviews and compilations of financial statements
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Audit and assurance

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:

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

Reviews
We provide limited assurance on your financial statements through a series of inquiries and analytical procedures. This process helps identify material modifications needed for your financial statements to comply with your applicable financial reporting framework.
Compilations
We apply financial reporting knowledge to assist you in compiling professional financial statements and presenting your records in a clear and standardized format. While no assurance is provided, we aim to make the financial statements clear and complete, meeting your reporting requirements.
Audit services

With our human-centered approach and RSM Luca digital audit ecosystem, we deliver high-quality, industry-tailored financial statement audits to meet your stakeholder demands while providing industry and business insights to support you and help you make more confident decisions.

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