Compilation, Review & Audit
Three tailored levels of service for compliance, lending, and stakeholder requirements
Our Compilation, Review, and Audit services provide businesses with tailored levels of assurance regarding their financial statements. From basic financial statement preparation to comprehensive audit examinations, we offer solutions that match your regulatory requirements and stakeholder expectations.
Three Levels of Assurance
Choose the right level of financial statement service for your needs
Compilation
We present your financial data in standardized statement format without providing verification or assurance.
- Standard financial statement formatting
- Compliance with accounting frameworks
- No analytical procedures performed
- Suitable for internal management use
Compiled Financial Statements with Notice to Reader
Review
We perform inquiry and analytical procedures to provide limited assurance on financial statements.
- Management inquiry procedures
- Analytical review of financial data
- Identification of unusual items
- Required by most lenders and investors
Reviewed Financial Statements with Review Engagement Report
Audit
Comprehensive examination providing reasonable assurance that financial statements are free from material misstatement.
- Substantive testing of transactions
- Internal control evaluation
- Highest level of assurance available
- Required for public companies and regulators
Audited Financial Statements with Auditor's Report
How We Work
A streamlined approach to financial statement services
Initial Consultation
Understanding your business needs and determining the appropriate service level.
- Needs assessment
- Stakeholder analysis
- Service level determination
Planning & Preparation
Developing an engagement plan and identifying risk areas.
- Engagement planning
- Risk assessment
- Timeline development
Execution & Analysis
Performing procedures and analysis based on service level selected.
- Data collection
- Testing procedures
- Analytical review
Reporting
Preparing comprehensive financial statements with appropriate reports.
- Statement preparation
- Report writing
- Findings communication
Delivery & Follow-up
Presenting final reports and discussing recommendations.
- Final report delivery
- Recommendations
- Follow-up planning
Industry-Specific Solutions
Tailored financial services for your sector
Small Business
Tailored compilation and review services designed specifically for small and medium-sized businesses.
- Cost-effective solutions
- Streamlined processes
- Quick turnaround
Not-for-Profit
Specialized audit and review services for charities and foundations.
- Fund accounting expertise
- Donor reporting
- Grant compliance
Manufacturing
Industry-specific financial services with deep understanding of sector requirements.
- Cost accounting
- Inventory valuation
- Production analysis
Growth Support
Financial services to support business growth and transitions.
- Financing support
- Due diligence
- M&A services
Reasons to Trust OB
What sets our financial services team apart
Certified Professionals
Our team includes CPA, CA, and other certified professionals with extensive experience across multiple industries.
Advanced Technology
Utilize state-of-the-art accounting software, analytical tools, and secure client portals for efficient service delivery.
Regulatory Compliance
Deep understanding of accounting standards including IFRS, ASPE, and ASNPO for accurate compliance.
Industry Expertise
Extensive experience with diverse industries and business models for relevant and practical financial reporting.
Clear Communication
Financial statements and reports that are clear, understandable, and actionable for all stakeholders.
Responsive Service
Timely service delivery with regular communication and updates throughout the engagement process.
Comprehensive Capabilities
Complete financial statement services for your organization
Financial Statement Preparation
Comprehensive financial statement services for all business needs:
Compliance & Regulatory Support
Complete compliance and regulatory reporting services:
Stakeholder Assurance
Financial statement services that meet stakeholder needs:
Business Advisory Services
Strategic financial insights and business advice:
Ready to Get Started?
Contact our certified accounting professionals today for a confidential consultation to determine the right level of service for your organization.
Free Assessment
Preliminary needs assessment and service level recommendation
Timely Service
Efficient processes to meet your reporting deadlines
Detailed Reporting
Comprehensive financial statements and analysis