Independent CPA Review.
Credible Financials

We provide streamlined and supportive review services designed to help you present reliable financial information with clarity and confidence.

Do your financials meet your stakeholders’ requirements?

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Risks + Benefits
Three-Steps Plan
Client’s Story

Avoid Credibility Issues

When lenders, investors, or state agencies request reviewed financial statements and your books aren’t ready, the consequences can be immediate – delayed funding, rejected applications, or lost business opportunities. A CPA review gives your stakeholders the independent assurance they need to move forward with confidence.

• Funding or approval delays
• Questions from lenders or platforms
• Missing or inaccurate information
• Compliance concerns

Independent CPA Review Designed for Confidence

Our approach focuses on accuracy, compliance, and transparent reporting.

• Clear expectations from the start
• Professional insight into your financial records
• Deliverables suited for all stakeholders

3 Major Steps for CPA Review

#1: Schedule Your CPA Review Consultation

Schedule a call so we can discuss your goals & deadlines. We’ll confirm the scope, timeline and documentation needed.

#2: CPA Analytical Procedures & Inquiries

Send your financial records. Our team conducts ratio analysis, trend evaluations, inquiries, and comparisons to identify unusual variances or items.

#3: Receive CPA Review Report

Once all inquiries are answered and analytical procedures are complete, we issue an independent CPA Review Report that can be provided to stakeholders.

Client Story: CPA Review for a Texas Training Institute

A private vocational training institute in Texas is required by the Texas Workforce Commission to submit independently reviewed financial statements on an annual basis to maintain their state authorization. Before working with us, they struggled every year to find a CPA firm that understood the specific GAAP requirements for their industry, consistently missed submission deadlines, and spent months chasing accountants who were unavailable during tax season.

The Challenge: The institute needed a CPA firm that could deliver reviewed financial statements on a reliable, recurring schedule – one that understood state reporting requirements, was accessible year-round, and could handle engagements remotely without sacrificing quality or turnaround time.

How We Helped: Our team took over their annual CPA review engagement and built a structured, repeatable process around their submission deadlines. We reviewed their financial records, performed analytical procedures and inquiries in accordance with SSARS standards, identified areas where their prior statements needed strengthening, and issued a clean independent CPA Review Report ready for state submission.


Business owner that obtain a CPA review

The Outcome:

  • The institute gained a clear understanding of their GAAP reporting obligations
  • They now have a dedicated CPA firm available year-round for questions and annual engagements
  • The bottlenecks and deadline anxiety they experienced previously have been eliminated

Today, their annual CPA review process is streamlined, fully supported, and completed well ahead of their state deadline every year.

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FAQs

What is a CPA Review and how is it different from an audit?

A CPA Review is an assurance engagement where a CPA evaluates financial statements using analytical procedures and inquiries to determine whether they are free from material misstatement. Unlike an audit, a review does not include detailed testing, verification, or internal control evaluation. Reviews provide limited assurance, while audits provide reasonable assurance.

Who typically needs a CPA Review Report?

Organizations often need a CPA Review when lenders, investors, state regulators, funding sources, or platforms require financial statements with an independent level of assurance but not a full audit. Reviews are required for privately held entities, schools, regulated industries, and companies preparing for future capital raises.

How long does a CPA Review engagement take?

The timeline varies based on the condition of your accounting records and responsiveness during the document request phase. Most review engagements take 1–6 weeks once all information is provided.

Do you provide bookkeeping or cleanup before the review?

Yes. If your books are not ready for a CPA Review, we step in and clean them up. We organize your records, align everything with GAAP, and prepare your financial statements so the review can begin without delays. If you need bookkeeping support after the project, we connect you with trusted accounting partners from our referral network.

Can a nonprofit organization get a CPA review instead of an audit?

Yes. Many nonprofit organizations are eligible for a CPA review instead of a full audit, depending on their annual revenue, the requirements of their funders, and applicable state regulations. Nonprofits with lower revenue thresholds or those whose grant agreements do not specifically require an audit may satisfy their reporting obligations with a reviewed financial statement. We works with nonprofit organizations nationwide to determine the appropriate level of assurance and deliver compliant financial statements on time.

What is the difference between a CPA review and a compilation for a small business?

A CPA review provides limited assurance that financial statements are free from material misstatement, based on analytical procedures and inquiries performed by a licensed CPA. A compilation, by contrast, involves no assurance – the CPA simply presents the financial information provided by management in a standardized format. Small businesses seeking financing, applying for grants, or reporting to investors typically need at minimum a CPA review, while those preparing internal reports or satisfying basic lender prequalification may need only a compilation.

Is True Accounting & Finance Experts an accredited CPA firm?

True Accounting & Finance Experts is a licensed CPA firm based in Miami, Florida, led by Trumaine Easy, CPA, Managing Principal. The firm performs CPA review engagements in accordance with the Statements on Standards for Accounting and Review Services (SSARS) issued by the American Institute of Certified Public Accountants (AICPA). The firm has been recognized through the Hello Alice Allstate Main Street program and is verified on Google Reviews.

A Streamlined Review Process
That Supports Your Reporting Needs

A CPA Review doesn’t need to be complicated.
We simplify the process by outlining requirements and ensuring your financial statements meet the level of assurance required.

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