Audits, Reviews, & Compilations
Clarity builds confidence. At Lumsden McCormick, our audit, review, and compilation services provide the assurance you need to strengthen credibility with lenders, investors, vendors, and customers.
Every business has different reporting needs. That’s why we tailor our approach — balancing accuracy, efficiency, and compliance with the level of assurance that fits your goals. From full audits to limited reviews and basic compilations, we deliver more than numbers; we deliver insight, trust, and opportunities to improve your operations.
Audit Services
Looking beyond the numbers, we consider your risks, goals, and operating environment so your audit is not just compliant, but meaningful to your business.
Review Services
A review offers a cost-effective alternative to an audit, providing moderate assurance through analytical procedures and management inquiries — enough to give stakeholders confidence without the depth of a full audit.
Compilation Services
Compilations provide a clear snapshot of your financial health by presenting data in statement form, offering a simple way to share information with stakeholders or guide decisions.
Value Beyond Compliance
Our goal is to provide insights that help you and your business make smarter financial decisions. Our team proactively identifies opportunities, offers recommendations, and ensures you always have a trusted partner in your corner.
Latest Insight
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
Service Leaders
Amina Brogan
Principal
Timothy Bubar
Partner
Thomas Burns
Principal
Matthew Cronmiller
Manager
Sara Dayton
Managing Partner
Sherry DelleBovi
Partner
John George
Principal
Michael Grimaldi
Partner
Seth Hennard
Partner
Sarah Hopkins
Partner
Kyle Januszkiewicz
Manager
Jill Johnson
Partner
Cathleen Karpik
Principal
Elizabeth Krause
Principal
Liz LaLonde
Audit and Resource Manager
Jennifer Maloney
Manager
Lindsay Miller
Principal
Colton Monroe
Manager
Douglas Muth
Partner
Jonathan Roller
Partner
Jenna Sheehan
Principal
Jeremy Smith
Principal
Brian Stevens
Manager
Ashley Sweeney
Manager
Patrick Swiatek
Manager
Robert Torella
Partner
Mary Young
Principal