Review Engagements
A Balanced Approach to Assurance
Sometimes, a full audit isn’t necessary, but a second look still matters. That’s where Review Engagements come in. At HW Partners, we provide limited assurance financial statements that offer more insight than a compilation (Notice to Reader) and less intensity than an audit. Ideal for lenders, investors, boards, and regulatory needs, Review Engagements provide credible, independently prepared financial statements without the heavier cost or complexity of an audit.
Our Review Engagement Services Include:
Limited Assurance Financial Statements
We apply analytical procedures and inquiries to provide a moderate level of assurance that your statements are plausible and free from material misstatement.
Board & Stakeholder-Ready Reports
Professionally presented and prepared following accounting standards for review engagements, suitable for external presentation.
Industry-Specific Customization
We tailor the engagement to reflect the nuances of your sector—whether you’re in healthcare, non-profit, construction, or another field.
Timely Completion & Practical Advice
Get the statements you need, on time, on budget, and with clear next steps or improvements if we see opportunities.
Process Recommendations
We don’t just deliver reports. We provide system insights and process recommendations to enhance your internal financial reporting over time.
Why Clients Choose HW Partners for Review Engagements
- Trusted by boards, lenders, and business owners
- Deep experience across sectors and entity sizes
- Responsive communication and a collaborative working style
- Practical advice and recommendations, not just reports
Meet the Team Behind Our Review Engagement Services
Our team combines professional excellence with real-world experience to deliver engagements that exceed expectations.
At HW Partners, we believe the best financial advice starts with understanding your goals. Whether we’re preparing a review engagement or guiding long-term planning, our focus is always on building trust, simplifying complexity, and delivering value you can see.
~ David Ienzi, Partner
Let’s Talk About Your Review Engagement Needs
Whether you’re just getting started or facing complex compliance demands, we’re here to help.