FUNDRAISING CPA SERVICES
For startups and emerging businesses in various industries
🎥 New to the Review & Audit Process?
Watch the video below
Three Things Every Founder Should Know
📅 Start with a Financial Readiness Call
Every company is different. Before beginning the engagement, we'll discuss your business, your fundraising timeline, and any accounting considerations that could affect the process.
📂 Preparation Makes the Difference
The quality of your accounting records and supporting documentation has the biggest impact on how efficiently your engagement progresses.
🤝 We're Here to Guide You
Our role goes beyond issuing a report. We'll guide you through the financial reporting process while keeping your engagement aligned with professional standards.
Want to Learn More?
Want a deeper understanding of reviews, audits, timelines, and common pitfalls?
Financial Statement Audits
Raise more than $618K
2-Year financial statements audited by an independent CPA*
Provide reasonable assurance that the financial statements are fairly presented and in accordance with GAAP
Assurance Level: Reasonable
More extensive, including testing of internal controls and substantive procedures on transactions and account balances.
Financial Statement Reviews
Raise between $124K - $618K
Raise between $618K - $1.235M (first time issuers only)
2 Year Financial statements reviewed by independent CPA*
Provide limited assurance that the financial statements are fairly presented and in accordance with GAAP.
Assurance Level: Limited
Less extensive, including inquiries and analytical procedures.
*Financial statements must cover the most recently completed fiscal years or period(s) since inception, if shorter.
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