Services
Compilations & Reviews
Services
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Contact us for more information on our Audit and Attestation Services.
For business owners who need accurate, professional financial statements—but not the time, cost, or depth of a full audit—Compilations and Reviews offer the perfect solution. At DK Partners, PC, we’ve been serving Austin and Central Texas businesses with these services for over four decades, delivering clarity, compliance, and confidence.
Whether you’re applying for financing, reporting to stakeholders, or preparing for growth, our Compilation and Review services give you the credibility you need—efficiently and affordably.
Understanding Compilations & Reviews
Both Compilations and Reviews fall under the umbrella of Attestation Services, but each offers a different level of assurance. These services are governed by the American Institute of CPAs (AICPA) and designed for businesses that need formal financial reporting without undergoing a full audit.
A Compilation involves assembling your financial data into standard financial statements, presented in accordance with a framework of accounting, using information you provide.
A Review includes limited analysis and inquiry into your financials. It provides limited assurance that your statements are free from material misstatement—enough for many banks, investors, and regulators.
These services are often the first step for growing businesses needing third-party financial documentation.
Our Compilation Services
A Compilation is the most basic form of financial statement presentation offered by a CPA. It’s best suited for businesses that need help presenting their numbers professionally, but don’t require a deep analysis or audit.
When you engage DK Partners for a Compilation, we’ll take your internal financial records and format them into a standard set of financial statements that comply with the relevant financial reporting framework—such as GAAP or a special-purpose framework. We do not verify the accuracy of the data, but we do apply our professional judgment to ensure it is presented clearly and correctly.
Compilations are ideal for:
Internal reporting and planning
Satisfying vendor or loan documentation needs
Startups or small businesses with limited accounting resources
Our Review Services
A Review goes deeper than a Compilation. It involves applying analytical procedures and performing inquiries with your management team to assess the reasonableness of your financial statements. While it is not as comprehensive as an audit, a Review still provides limited assurance—a step above a Compilation and often sufficient for lenders or investors.
When you engage DK Partners for a Review, you’ll receive a CPA-signed report indicating that we are not aware of any material misstatements. This level of assurance increases your financial credibility and helps support decisions like:
Securing financing from banks or credit unions
Attracting investors or preparing for acquisition
Meeting regulatory or partnership requirements
A Review is the right fit for businesses that need more than just clean books—but not yet a full audit.
Get Started with DK Partners
For over 40 years, DK Partners, PC has been a trusted name in Austin for financial clarity and compliance. Business owners come to us not just for technical accuracy, but for practical insight and responsive service.
Here’s what sets us apart:
- Deep Local Experience. We’ve supported hundreds of Texas businesses, many of them through financial reviews, compilations, audits, and beyond.
- A Focus on Relationships. In most cases, you’ll work directly with seasoned CPAs—not handed off to junior staff. Our clients stay with us for decades.
- Industry-Specific Knowledge. From banking to real estate, professional services to nonprofits, we understand the financial nuances that affect your industry.
- Beyond the Numbers. With additional services like Tax Preparation, Virtual CFO, Fractional CFO, and Internal Controls Consulting, we’re not just a reporting firm—we’re your strategic financial partner.