A simple guide explaining when lenders or stakeholders require a CPA review—and when a compilation may be enough. This article explains when lenders, boards, investors, and regulators require a CPA review engagement—and when a review is unnecessary. Written in clear, practical language, it covers what CPAs test, how a review differs from an audit or compilation, typical costs, timelines, and how to prepare.

A clear guide explaining why investors request audited or reviewed financials and how founders can prepare. This article explains why investors often request audited or reviewed financial statements and what level of assurance they expect in fundraising or due diligence. It also covers when a review may be sufficient, how to prepare your books, common investor concerns, and how audits and reviews impact valuation and deal speed.