No Assurance

Pricing:

Varies by entity size and complexity

Purpose:

Present financials in a clean, organized GAAP/Tax-basis format

How we work:

We gather your records, structure them into proper financial statements, and flag issues before they become problems. All without disruptions to your operations. Compilations are collaborative and fast, ideal for internal use or lender requests with minimal requirements.

Limited Assurance

Pricing:

Varies — based on industry, controls, and reporting needs

Purpose:

Provide limited assurance to lenders, investors, or boards

How we work:

Rather than taking an adversarial “gotcha” approach, we work with management to understand the business, identify discrepancies early, and guide corrections so the final statements are both clean and credible. We ask questions to clarify, not accuse.

Reasonable Assurance

Pricing:

Engagement-specific — quoted after initial scoping

Purpose:

Deliver high-reliability financial statements for regulators, donors, banks, or stakeholders

How we work:

Our audit approach is cooperative, not confrontational. We aim for transparency, communication, and efficiency:

We explain what we request and why

We surface issues early so fixes are possible within the timeline

We maintain professional skepticism without creating friction
The goal is not to “catch” management, it is to issue fair, clean statements that build trust with external users while retaining independence.