Our Services
Assurance & Regulated Reports
WHEN ACCURACY, COMPLIANCE, AND CREDIBILITY AREN’T OPTIONAL
When a lender, regulator, investor, grantmaker, or board asks for credible financials, they’re not asking for paperwork — they’re asking for confidence. We therefore give you confidence.
This pillar focuses on the most defensible and regulated side of your finance function: audits, reviews, compilations, agreed‑upon procedures (AUP), CPA letters, verification reports, and compliance-driven financial statements. These are the services that protect your reputation, open doors to capital, and signal that you run your organization with seriousness and integrity.
You get from us the benefit of big‑firm discipline (including experience from PwC, Deloitte, and Baker Tilly) in a setting that is practical, founder‑friendly, and clear.
What This Pillar helps You Achieve
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Win trust from people who matter
Banks, investors, regulators, donors, boards, and licensing bodies all rely on independently prepared information. This pillar helps you meet their standards.
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Stay compliant without drowning in technicalities
State laws, funding rules, and regulatory requirements can be complex. We help you navigate them calmly and clearly.
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Become “approval‑ready” and “capital‑ready”
Properly presented financials can speed up approvals, reduce friction, and improve your negotiating position.
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Operate with integrity and transparency
Your numbers tell your story. We help make sure that story is accurate, defensible, and aligned with professional standards.
The Kinds of Problems this Pillar Solves
You’re in the right place if you’re facing situations like this:
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“My lender is asking for CPA‑prepared or audited financial statements.”
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“Our nonprofit has crossed a threshold and now needs an audit or review.”
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“The contractor board / licensing body wants a CPA letter for my application.”
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“Investors are asking for reviewed or audited financials before they commit.”
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“A grant provider needs formal financial reporting or a CPA verification.”
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“A regulator has requested independent confirmation of specific balances or metrics.”
If it involves assurance, verification, or regulated reporting, it belongs in this pillar.
Why This Matters Now
Your organization can be doing everything right operationally and still hit a wall because:
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A bank says “no” due to lack of independent financials.
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A regulator or licensing body delays or denies your application.
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A grant provider rejects your submission because the reporting isn’t in the required format.
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An investor loses confidence because numbers are not independently prepared.
Assurance and regulated reports remove uncertainty. They give decision‑makers the comfort they need to move forward.
Why work with us on assurance & regulated reports
Most firms can “produce statements.” Very few can:
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Speak the language of lenders, regulators, investors, and boards.
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Combine technical accuracy with practical, plain‑English explanations.
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Balance big‑firm quality with hands‑on involvement.
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Bring a values‑driven approach where integrity is non‑negotiable.
You benefit from our experience that includes:
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Working with organizations ranging from startups to multi‑billion‑dollar institutions.
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Leading assurance teams at a partner level in an international network firm.
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Helping boards, founders, and ministries understand what their numbers really say.
You don’t just get a report; you get clarity, context, and a guide through the process.
How the process typically works
While each engagement is tailored, the flow usually looks like this:
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Clarify the requirement
Who is asking for what — a bank, regulator, investor, grant funder, licensing body, or board?
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Define the right level of service
Audit, review, compilation, AUP, or a specific CPA letter — we help you match the requirement to the correct engagement type.
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Plan and gather information
We agree timelines, documentation needs, and key contacts so the process is efficient.
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Perform the work under applicable professional standards
Fieldwork, testing, analysis, and documentation are carried out with appropriate rigor.
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Deliver clear, stakeholder‑ready output
You receive financial statements or reports that are fit for purpose — lender‑ready, regulator‑ready, board‑ready.
Throughout, we explain what’s happening in plain language and keep you informed.
Examples of outcomes from this pillar
Depending on your situation, this pillar may result in:
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Audited, reviewed, or compiled financial statements.
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An agreed‑upon procedures report focused on specific metrics or risk areas.
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A CPA letter or comfort letter for lenders, SBA, licensing boards, or grant funders.
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Nonprofit audits or reviews that satisfy state and donor requirements.
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Formal financial reporting packages that support investor due diligence.
The form varies; the goal is always the same: credible financial information that others can rely on
Learning resources connected to this pillar
Alongside this service pillar, we maintain a library of plain‑English guides that explain when and why these engagements are needed, including:
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When You Need Audited Financial Statements
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When You Need a Review Engagement
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When You Need a Compilation
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When You Need an Agreed‑Upon Procedures (AUP) Report
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When Lenders Request CPA‑Prepared Financial Statements
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When an SBA Lender Requires a CPA Comfort Letter
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When Nonprofits Need Audits for State Compliance
These resources are designed to help you understand your options before you decide.
A note on professional standards
Assurance and attestation services are regulated. They may require independence, specific documentation, and formal engagement terms. We will always be upfront about what is required and whether your situation fits within these services or calls for a different approach.
Ready to make your financial information stakeholder ready?
Ready to make your financial information stakeholder‑ready?
If you’ve been asked for audited or reviewed financial statements, a CPA letter, or any kind of independent verification, we can help you understand the requirement and map out the next steps.
→ Request a brief discovery call [Link to discovery call] to share what’s been requested and your timeline.
From there, we’ll recommend the most appropriate path — and walk it with you.
