Facebook LinkedIn
📞 (833) 807-1004 ✉ info@infinityaccountant.com

Financial Statement Audit, Review, & Compilation

CPA-certified financial statement services including audits, reviews, and compilations to meet lender, investor, and regulatory requirements.

5.0 ★Google Rating
51+5-Star Reviews
50States Licensed

Schedule Your Consultation

IRS-Licensed Enrolled Agents in All 50 States
QBO Certified ProAdvisor
Gusto Silver Partner
Tampa & Sarasota Based

Proven Expertise in Audits, Compilations, and Reviews

As a business owner, you may be accountable to creditors, private investors, and shareholders, all of whom want to ensure that the company's financial statements accurately represent the true financial position of the company.

Infinity Accounting Solutions coordinates CPA-certified financial statement services to meet the requirements of your lenders, investors, and regulatory bodies. While we are not CPAs ourselves, we partner with trusted CPA firms to deliver the level of assurance your stakeholders require.

There are three levels of CPA-certified financial statements, each providing a different degree of assurance. The right choice depends on your stakeholders' requirements.

Three Levels of Financial Statement Services

Compilations. The first level of service. Financial statements are assembled from management-provided information with no verification of accuracy.

Reviews. More involved than a compilation. Key personnel are interviewed about policies, procedures, and operations. A review report provides "limited assurance."

Audits. The highest level of service. Verification and substantiation procedures are performed in accordance with Generally Accepted Auditing Standards (GAAS).

How We Help

Our role is to prepare your business for the process. We ensure your books are accurate, records are organized, and financial statements are ready for CPA examination.

You Deserve an Accountant Who Actually Cares

We built Infinity Accounting Solutions around a simple belief: business owners deserve expert accounting support without feeling like just another client number. By combining modern technology with old-school relationship building, we provide the personalized service, accessibility, and trusted guidance that businesses need to grow with confidence.

Big-Firm Expertise. Boutique Experience.

We bring the technical knowledge of larger firms together with the personalized attention of a boutique practice.

Your Accountant for Life

Relationships come first. We believe accounting is about more than just numbers. We build long-term relationships based on trust, communication, and a genuine understanding of your business.

A Partner, Not Just a Provider

Whether you need bookkeeping, controllership support, or tax guidance, we're here to help you make informed decisions, not just deliver reports.

Modern & Accessible

Enjoy the convenience of a virtual firm powered by best-in-class technology, paired with the real human attention, responsiveness, and personal service you deserve.

Infinity Accounting founders in conversation
5.0 ★Google Rating
51+5-Star Reviews
50States Licensed

Common Questions About Financial Statement Audit, Review, & Compilation

Do I need an audit, review, or compilation?

+

It depends on your stakeholders' requirements. Banks often require reviews or audits for loan covenants. We help you determine the right level.

Are you a CPA firm?

+

No. We are led by IRS-licensed Enrolled Agents. For services requiring CPA certification, we partner with trusted CPA firms and coordinate the entire process.

How long does the process take?

+

Timeline depends on complexity. Compilations are fastest, while audits require more time for testing and verification.

How should I prepare for an audit?

+

We handle the preparation for you - accurate books, organized records, and coordination with the CPA firm.

Ready to Feel Good
About Your Finances?

Schedule a free discovery call. No pressure, no jargon. Just a real conversation about your business and where you want to go.