We prepare the audited or reviewed financial statements your bank requires — on your timeline, to the exact standard your lender demands.
When private companies seek bank loans, lines of credit, SBA financing, or other commercial credit, lenders require independently prepared financial statements as part of the underwriting process. The required level of assurance — compilation, review, or audit — depends on the size of the loan, the lender's internal policies, and the complexity of your business.
We have worked with private companies across a wide range of industries to produce the financial statements their lenders require — cleanly, accurately, and on a timeline that doesn't delay closing. Beyond the immediate financing transaction, many of our private company clients use our ongoing audit and review relationships as a discipline that strengthens their internal controls and prepares them for future growth, an acquisition, or an eventual sale.
Tell us your deadline and your lender's requirements. We'll propose the right engagement and get started quickly.