Financial Assurance Services

Undergoing financial assurance services can go a long way towards helping your business establish credibility, legitimacy, and trust with stakeholders or investors. But there are other benefits, too—financial assurance can also help you identify and neutralize risk, maintain compliance, and make stronger decisions for the future of your business.

Aprio provides a full suite of financial assurance services, including:

• Financial Statement Audits
• Reviews and Compilations
• Agreed-Upon Procedure Reports

The level of assurance your business needs depends on your goals and stakeholder requirements. Some examples include:

• Audit: A thorough examination of financial statements, providing the highest level of assurance—typically required by lenders, investors, or regulators.
• Review: A limited analysis offering moderate assurance, often used for internal decision-making or to meet lender covenant requirements.
• Compilation: A simple presentation of financial data without assurance, primarily for internal use by management.
• Agreed-Upon Procedures (AUP): Targeted procedures performed on specific financial data, tailored to client needs—commonly used for compliance, due diligence, or internal controls.

Aprio can help you determine what’s appropriate for your situation, goals, and industry. Contact us today to get started.

Aprio pairs deep technical knowledge with a collaborative, year-round advisory approach. We focus on providing insights, not just issuing reports. You’ll benefit from:

• Industry-specialized teams (real estate, manufacturing, nonprofit, tech, etc.)
• Transparent communication and proactive planning
• Efficient, tech-enabled audits using secure digital tools
• A team that grows with your business — from startup to exit

We’ll provide a tailored document request list at the beginning of the engagement. This will include key documents such as trial balances, bank statements, contracts, and supporting schedules. Our team works closely with your staff to reduce disruption and create a smooth process.

GAAP reporting follows standardized accounting principles to present a full financial picture, while income-based reporting focuses primarily on tax-related income. Aprio helps you navigate both to meet compliance and strategic goals.