Reviews

As your entrusted CPAs, we can perform a review of your financial statements as an additional part of our auditing services. A review is performed with analytical procedures intended to obtain limited assurance of your financial records. In doing so, a review can provide potential lenders and other parties assurance of your financial records. This can open the doors for additional financing and credit from lenders. While a review is more limited than an audit, it’s an appropriate course of action for businesses who are looking to have a higher level of confidence in their financial records without an audit to help propel the growth of the company through prospective lenders and buyers.

A review process with Katz & Associates, PA incorporates:

  • Reviewing, analyzing, and making inquiries on your financial records and accounting practices.
  • An analytical procedure to review last year vs. the current year’s financials.
  • Receipt of any relevant information needed for our CPAs to review.
  • Review of management responsibility towards fraud and internal controls.
  • Significant events that may have happened to affect the financial statements.
  • Our CPAs expectations based upon our review without opinion.

Katz & Associates, PA provides reviews as an analytical, limited level of assurance service to our clients to provide a better understanding of key relationships and your financials. A review will provide a limited depiction of the overall financial health of your individual, business, nonprofit, sports foundation, or religious institution.

You can trust Katz & Associates, PA to have the expertise and resources for all of your accounting, auditing, business consultations, non-profit organizations, estate and gift plan tax planning, tax planning evaluation services with compliance, financial planning, divorce assets, sports foundations, religious institutions, and technology service needs. While our list of services is by no means all-inclusive, please feel free to inquire if you’re searching for anything that you may not see listed. Call us now at (410) 602-2266 or contact us for a consultation with one of our dedicated advisors.