Audit, Review, Compilation icon

Audit, Review, Compilation

Many businesses require one of three levels of financial statement services depending on their various needs. We provide audit, review, and compilation services that help you establish reporting credibility with lenders, investors, vendors, and customers.  Our comprehensive, proactive, and accessible approach offers proper balance based on the level of assurance required by your financial statements and third-party relationships. 

Audit Services

When you want the highest level of assurance to affirm that your financial statements are free of material misstatement, an audit is required. We believe that for an audit to be truly effective, the unique characteristics and risks of each organization in relation to the operating environment, business goals, and needs of the end user need to be considered. When Lumsden McCormick expresses an opinion on your financial statements, you can be confident your financial statements address compliance with current accounting standards and are performed by an engagement team with industry expertise.

Review Services

When your need is limited in scope and a complete audit is not required, a review is recommended. The process to perform a review includes primarily applying analytical procedures to financial data and making inquiries of company management. Based on our review, we will report whether or not we are aware of any material modifications that should be made to the financial statements for them to be in accordance with pertinent accounting guidance.

Compilation Services

Regardless of your industry, having an understanding of your financial health is critical. The accountants’ objective of a compilation is to assist management present financial data in the form of financial statements; there is no opinion expressed as to the accuracy of the financial statements. The accountant’s compilation report can be issued as of or for any specific time period. 

Whether we perform audits or reviews of your financial statements, or simply compile them, you can be assured that we proactively seek ways to help improve your operations.

For more information about audit, review, and compilation services from Lumsden McCormick, please contact an assurance service leader named below or complete the form. 

Services Leaders

Timothy Bubar

Timothy J. Bubar, CPA

Principal
Thomas Burns

Thomas M. Burns, CPA, CMA

Principal
Sara Dayton

Sara M. Dayton, CPA

Partner
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Peter DeSabio

Peter J. DeSabio, CPA

Manager
James Dunn Jr.

James M. Dunn, Jr., CPA

Partner
Donna Gonser

Donna M. Gonser, CPA

Partner
Michael Grimaldi

Michael J. Grimaldi, CPA

Partner
Seth Hennard

Seth D. Hennard, CPA, CGFM, CHFP

Principal
Sarah Hopkins

Sarah M. Hopkins, CPA

Principal
Jill Johnson

Jill M. Johnson, CPA, CFE, CITP, FHFMA

Partner
Cathleen Karpik

Cathleen M. Karpik, CPA

Principal
Christopher Lukowski

Christopher Lukowski, CPA, CFE

Principal
Douglas Muth

Douglas C. Muth, CPA

Principal
Jonathan Roller

Jonathan L. Roller, CPA

Principal
John Schiavone

John P. Schiavone, CPA

Partner
Robert Torella

Robert S. Torella, CPA

Manager
Mary Young

Mary F. Young, CPA, CIA

Manager

Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

Learn More
2019 Recruitment Open House

2019 Recruitment Open House

September 19, 2019

Register today to attend our 2019 Recruitment Open House!

Learn More
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