Compilations & Reviews

Financial Statement Compilations & Reviews 

Often a company needs a compilation or review to satisfy the requirements of creditors, vendors, lenders and other business partners. In these situations, when a financial statement audit is simply not required, turn to JLK Rosenberger to provide the right level of assurance based on your needs. Our process focuses on delivering the right level of financial statement disclosure in accordance with established AICPA and other guidelines. The result of our work is a report that satisfies your business partners and to move forward.


Our review service evaluates your company’s financial statements using inquiries, analytical processes combined with specific business and industry knowledge. The scope of a review is much less invasive than that of an audit but does still require a limited level of assurance that the information presented in the statement has no material modifications that need to be made.


This is the least invasive process offered by the firm. Essentially, we compile the financial data from your accounting software or records and frame it using generally accepted accounting principles in the form of a financial statement. In this service, we do not express any opinion about the accuracy or validity of the financial information being presented.

Take the Next Step

Learn why California companies turn to us for assistance with their compilation or review requirements. For additional information on our firm, approach or for additional information on these services, click here to contact us or feel free to reach out to the highlighted professionals. We look forward to hearing from you!