Before an auditor, lender or buyer looks at your books, we check them: reconciliations, proof of cash, cut-off, payroll and adjustments — and document what we find.
Three moments
Finding issues yourself costs less than an outsider finding them.
Arrive with reconciled, supported books.
Numbers that hold up to lender questions.
A clean data room for buyers.
Consulting engagement; not an audit, review or attestation; no assurance.
What we verify
Quality-of-earnings-style preparation, without assurance.
Bank activity tied to recorded transactions.
Revenue and expenses in the right period.
Receivables and payables supported.
Payroll and tax liabilities reconciled.
Related-party activity identified.
Proposed adjustments, documented.
What you receive
Organized for your auditor, lender or buyer.
Findings memo
What we checked and what we found.
Adjusted trial balance
With proposed adjustments listed.
Data-room index
Supporting documents, organized.
Need a report for a third party?
Verification is consulting. When a lender or buyer needs a CPA report, step up to agreed-upon procedures or a review.
How an engagement works
Purpose, period and areas agreed.
Access and records via the secure portal.
Testing across the six areas.
Findings memo and supporting files.
FAQ
Reviewed by the NexusWorks assurance team · Last updated Oct 28, 2026
No. It’s a consulting engagement — not an audit, review or attestation — and provides no assurance.
If a third party needs a CPA report, we can step up to agreed-upon procedures or a review.
It covers similar preparation work, but without assurance.
Related insights
Tax Planning Strategies
Compare CPA compilation, review, and audit engagements under SSARS and auditing standards to find the right assurance level…
READ MORE ●Business
A CPA guide to personal financial statement preparation and net worth documentation, covering assets, liabilities, valuation, and CPA…
READ MORE ●Assurance
Match your request
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.
Hi there! Have a question about tax, bookkeeping or CFO support? Send us a message on WhatsApp.
Start chat
