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Assurance allows the trust and confidence to enable our complex world to work. We offer Reviews, Compilations and Other Assurance Engagements to help our clients obtain assurance over their financial reporting and performance.
Reviews
In a financial statement review engagement we perform inquiry, analysis, and discussion to determine whether the financial statements as a whole are free from material misstatement and in accordance with the applicable accounting framework (ASPE or IFRS). We will produce financial statements that are customized for your business to help improve your understanding of the business and its performance.
When do you need a review?
Potential investors, banks, and creditors may request a review of your financial statements before completing a transaction with your business. Or, if you are a busy professional who does not work hands on in your business, you may want a review on your own businesses to ensure your financial team is operating competently, within acceptable management and accounting guidelines.
Compilations (Notice to Readers)
In a compilation agreement, we assemble your information into professionally prepared financial statements that are customized for your business to help you with compliance and to improve your understanding of the business and its performance.
When do you need a Notice to Reader?
You may require assistance compiling a set of financial statements for tax reporting, management decision-making and goal-setting, or investors.
Other Assurance Engagements & Leveraging External Data
In an assurance engagement, we learn a lot about your business. As a result we’re in a position to formally advise you on recommendations for improvement in your business.
We can help review business process, internal controls, establish your key performance indicators (KPIs) and leverage internal and external data to create meaningful data visualization and analysis for your business.
By understanding your key drivers and indicators and how you compare to market, we can help you interpret your financial results so you can better understand and improve your business.
Becoming a parent for the first time is a wonderful and exciting event that will forever change you, though it may be one of the greatest moments in your life it doesn’t necessarily mean it’s [...]
“Our growing sharespace secured a loan and needed a Review of our financials to provide to our bank. Metrics not only did the Review, but in-so-doing converted our company’s accounting into the cloud. We now have real-time reporting and beautiful automated monthly reports to share with staff and investors.”
