Reviewed financial statements
SSARS AR-C 90Limited assurance for lenders and investors.
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CPA-Reviewed & Compiled Financial Statements, Attestation and CPA Letters
When a bank, surety, investor or landlord asks for a CPA report, we match the request to the right engagement — from compiled statements to a review report or a CPA letter — signed by a licensed CPA.
- Matched to the exact request
- AICPA standards
- Licensed CPA sign-off
Engagements
Choose the report your requester needs.
Each service answers a different request from a different reader.
Assurance
Fin. statements
Compiled & CPA-prepared statements
SSARS AR-C 80 / 70GAAP, tax-basis or cash-basis statements.
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Assurance
Agreed-upon procedures
SSAE AT-C 215Findings on specific procedures.
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Consulting
SOC 1 & SOC 2 readiness
Trust Services CriteriaGet ready for enterprise security reviews.
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Fin. statements
Personal financial statements
Estimated current valuesNet worth statements for lenders and sureties.
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Consulting
Verification & due diligence
ConsultingBooks checked before an audit, loan or sale.
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Assurance
Bids, licensing & regulators
Review · AUP · PFSReports matched to the requirement.
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CPA letter
CPA letters
Verification lettersFor lenders, underwriters and landlords.
Explore ›Levels of assurance
Not every request needs an audit.
Four levels, from no assurance to reasonable assurance. Reviews sit in the middle.
No assurancePreparationSSARS AR-C 70
Statements prepared from your records.
No assuranceCompilationSSARS AR-C 80
Prepared statements with a compilation report.
Limited assuranceReviewSSARS AR-C 90
Inquiry and analytics with a review report.
● This pageReasonable assuranceAuditAICPA SAS
Full audit opinion. Offered by decision.
Not every request needs the highest level. We match the engagement to the exact wording your requester uses.
Who is asking?
Start with the requester.
Pick who asked you for a CPA report and go straight to the right page.
How an engagement works
Four steps, clearly defined.
- 1
Match the request
We read the exact wording your requester used.
- 2
Confirm independence
Checked before any attest engagement is accepted.
- 3
Perform the work
Procedures under the applicable AICPA standard.
- 4
Signed deliverable
A report or letter signed by a licensed CPA.
Licensed CPA sign-offEvery report and letter
AICPA standardsSSARS and SSAE, cited by number
Independence firstConfirmed before we accept
Secure portalDocuments never sent by email
FAQ
Frequently asked questions.
Reviewed by the NexusWorks assurance team · Last updated Oct 28, 2026
No. A review provides limited assurance based mainly on inquiry and analytical procedures. An audit provides reasonable assurance and is substantially greater in scope.
It depends on the loan agreement. Many lenders specify the level they need. Send us the wording and we’ll match it.
No. Reports and letters describe historical financial information and work performed. They never state future ability to repay or solvency.
Attest engagements such as reviews require independence. We confirm it before accepting, and tell you if a conflict exists.
Out-of-state engagements are accepted where state rules permit.
Related insights
Learn more before you decide.
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Tell us what was asked for.
Paste the exact wording from your lender, surety or agency. We'll tell you which engagement satisfies it — and if it doesn't fit what we offer, we'll say so.
Out-of-state engagements accepted where state rules permit.