Audits, Reviews & Compilations
Simon Lever’s Lead Advisors craft clear strategies to navigate financial complexity, offering industry-specific guidance that moves your organization toward its goals.
Experts in Audits, Reviews, and Compilations
Sound accounting is the financial backbone of your business.
A company that struggles to execute reliable accounting processes opens itself up to errors. Minor missteps accumulate over time, ultimately turning into a tangled mess of numbers that can leave you unnecessarily frustrated.
Financial reporting begins where accounting ends. No matter how small or large your business, for-profit auditing sorts out inconsistencies, inaccuracies, and errors that cost time and money.
When you partner with Simon Lever, our Lead Advisors help prevent costly errors and design financial statements in a way that informs crucial management decisions.
Whether you need regular compliance reports or specific transactional guidance, our goal is to nurture a collaborative relationship built on mutual trust and integrity—a relationship focused on maximizing your success.
Key Services
- Audited Financial Statements
- Financial Statement Reviews & Compilations
- Monthly, Quarterly & Annual Financial Reports
- Interim Financial Reports
- Internal Controls Reporting
- Financial Projections & Forecasting
- Agreed-Upon Procedures
- Operational Consulting
- Cash Flow Management
- Employee Benefit Plan Audits
Meet Our Audits & Reviews Experts
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.