Business Services
Audit & Assurance
Independent reviews and compilations that give lenders, investors, and stakeholders full confidence in your financial statements.
Build trust with credible financials.
Whether you need a notice to reader for your bank, a review engagement for a potential investor, or a full audit for a non-profit board, our assurance services give your financial statements the independent credibility they need.
What's included
Notice to Reader (Compilation)
The most common level of assurance for small businesses — we compile your financial statements from information you provide, without expressing an opinion or performing verification procedures.
Review Engagements
A higher level of assurance than a compilation. We perform analytical procedures and inquiries to provide limited assurance that your statements are free from material misstatement.
Internal Control Assessments
We evaluate your internal controls and identify weaknesses that could expose your business to fraud, error, or regulatory risk — and recommend practical improvements.
Non-Profit & Charitable Organization Audits
Many non-profits and charities are required by their bylaws or funders to have annual audits. We provide independent audits that satisfy CRA, provincial regulators, and grant requirements.
Agreed-Upon Procedures
When a full audit isn't required but specific financial data needs independent verification, we perform targeted procedures and report our factual findings.
Real-world examples
Bank loan requirement
Most Canadian banks require at minimum a notice to reader compilation when approving business loans over $100,000. We prepare these quickly and in the format your lender expects.
Non-profit annual audit
A Toronto-area registered charity needed an annual audit to satisfy their provincial funding agreement. We completed the engagement within four weeks of year-end, meeting their grant reporting deadline.
Investor due diligence
A growth-stage company seeking a Series A investment needed reviewed financial statements for the past three years. Our review engagement gave the investor the assurance they needed to proceed.
Fraud prevention
An internal control assessment for a 15-person company identified a gap in expense approval workflows. Closing it prevented an estimated $40,000 in annual unauthorized spending.
Frequently asked questions
Need an audit or assurance report?
Book a free consultation and we'll determine the right level of assurance for your business or organization.
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