Assurance
Assurance
Review and audit engagements for organizations whose stakeholders require an independent level of assurance.
Overview
What this service involves.
Some organizations are required — by legislation, funders, members or lenders — to provide financial statements accompanied by assurance. The appropriate engagement depends on who relies on the statements and on what those parties require.
When it may be useful
- A funding agreement, by-law or statute specifies a review or audit.
- Members, directors or lenders have asked for independent assurance.
- The organization is uncertain which level of assurance it actually requires.
Preparation
Information you may need to provide.
Nothing needs to be complete before we speak. Where records are incomplete, bringing them current is treated as its own piece of work.
- 01Governing documents, by-laws or funding agreements setting out reporting requirements
- 02Accounting records and supporting documentation for the period
- 03Minutes of relevant board or member meetings
- 04Contact information for parties who will rely on the statements
Confidential documents should not be sent through the website contact form or ordinary email. We will confirm how to transmit them securely.
Connected services
How this work connects to the rest.
Accounting and Financial Reporting
Financial statements and year-end reporting prepared so that owners, boards and lenders can rely on the numbers in front of them.
Corporate Tax
Corporate tax compliance and planning handled alongside your reporting, so filings and decisions stay connected.
Questions
Before you get in touch.
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Insights
Related reading.
No articles relating to this service have been published yet.
Assurance engagements are accepted only where the firm can meet the independence and professional standards that apply to the engagement.
Information provided through this website is general in nature and should not be considered accounting, tax, legal or financial advice. Professional advice should be obtained for your specific circumstances.
Contact
Start with a confidential conversation.
Tell us what you are working through, even if every detail has not yet been defined. Our team can help determine whether our services align with your needs.