Audits & reviews / businesses & organizations
Greater confidence in
your financial information.
Professional audit and review services help provide greater clarity and confidence in your financial statements, supporting better decisions and reporting requirements.
- Financial statement reviews
- Audit support
- Clear financial reporting
Reliable financial information builds greater confidence.
Independent financial insight
Understand your numbers with
greater clarity.
Accurate and reliable financial statements are important for business owners, lenders, investors, and other stakeholders. Depending on your needs, an audit or review can provide different levels of assurance regarding your financial information.
At Sudhir Tax, we help businesses and organizations prepare for audits and financial statement reviews while keeping the process organized and understandable. Our team works with you to review financial records, identify areas requiring attention, and support accurate financial reporting.
What our audits & reviews services include
Financial statement reviews
Review financial statements and supporting information to help identify inconsistencies and provide greater confidence in your financial reporting.
Audit preparation & support
Get your financial records organized and prepared for an audit, with assistance gathering documentation and addressing accounting-related questions.
Financial record assessment
Review accounting records, reconciliations, transactions, and supporting documentation to identify areas that may require additional attention.
Reporting & recommendations
Receive clear explanations of findings and practical recommendations that can help strengthen financial processes and record keeping.
A clear process from start to finish
01. Start with a consultation
We discuss your business, financial reporting needs, existing accounting records, and the reason an audit or review is required.
02. Review your financial records
Our team examines relevant financial statements, accounting records, reconciliations, and supporting documentation.
03. Address important findings
We identify areas requiring clarification or additional documentation and work with you to resolve accounting-related issues.
04. Complete the reporting process
Once the necessary work is completed, we help ensure your financial information is organized and clearly presented for the applicable reporting requirements.
Helpful documents to have ready
Having complete and organized financial information can help make the audit or review process more efficient.
- Financial statements
- General ledger
- Business bank statements
- Prior-year tax returnBank reconciliations
- Accounts receivable & payable records
- Dependent information, if applicableSupporting transaction documentation
Frequently asked questions
An audit generally involves more extensive procedures and provides a higher level of assurance than a review. A review primarily involves analytical procedures and inquiries and provides limited assurance. The appropriate service depends on your reporting requirements and circumstances.
Businesses may require audited or reviewed financial statements for lenders, investors, contractual obligations, regulatory requirements, or other business purposes.
Keeping financial records current, completing account reconciliations, and organizing supporting documentation can make the process more efficient. We can help identify the information you should have ready.
Get in touch
Let’s simplify your tax preparation.
Tell us a little about what you need. We will help you identify the right next step
We respect your privacy. Please do not submit sensitive tax information here.
Prefer to speak with someone?
Call our team during business hours for help getting started.