Not every business needs a full audit—but when stakeholders, lenders, or internal leadership require accurate financial statements, a review or compilation may be the right fit. At Cortez & Associates, we offer professional review and compilation services that help you meet your reporting requirements with clarity, speed, and confidence—without the cost or depth of a formal audit.

A financial review provides limited assurance that your financial statements are free of material misstatement. Through analytical procedures and inquiry, we identify any red flags or irregularities and ensure your records align with accounting standards. This option is ideal for businesses seeking outside funding or renewing loans, where assurance is needed but a full audit isn’t required.

A compilation involves assembling your financial information into formal statements without providing assurance. This service is well-suited for internal use, strategic planning, or when required by third parties who only need organized financials presented in a standard format.

Whether you’re preparing for growth, responding to external requests, or simply want to strengthen your internal records, Cortez & Associates offers dependable, easy-to-understand financial reporting tailored to your situation. We’ll help you determine which service is appropriate—and ensure that it’s done with professionalism, timeliness, and clear communication from start to finish.