CPA - Review & Audit

Compliance-ready statements for startups & small businesses.

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Licensed U.S CPA

Liability Insured

Fast Turnaround

Licensed U.S CPA

Liability Insured

Fast Turnaround

Transparent and Structured Pricing

All engagements quoted upfront.

Reviewed Financial Statements

$1,500 – $4,000

Limited assurance

Meets regulatory needs

Fast turnaround

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Audit Engagement

$4,000 – $12,000

Highest assurance

Investor & regulator focus

CPA-led process

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Consultation First

Fixed Fee

Scope-based pricing

Quoted after consultation

No hourly surprises

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Reviewed financials.

Thorough CPA review providing limited assurance your statements meet regulatory standards.

Audited statements.

Comprehensive audit for maximum assurance — suitable for investor, regulatory, and franchise compliance.

Compliance expertise.

Reg CF, state licensing, investor reporting, and franchise audits handled by professionals.

We help founders and small business owners select the correct engagement type.

Review

Limited assurance

Ideal for regulatory filings

Suitable for lower level of scrutiny required.

Audit

Highest level of assurance

Detailed examination

Suitable for more complex compliance or scenario

Specializing in Early-Stage Compliance

We exclusively serve pre-revenue startups and businesses with under $1 million annual revenue. This narrow focus allows us to understand your unique compliance needs and ensure tailored service.

By operating as a boutique CPA practice, we provide structured, scope-based pricing without enterprise-level overhead. You receive professional, founder-friendly support designed for small companies.

For Reg CF.

Companies raising under Regulation Crowdfunding (Reg CF).

For Reg CF.

Companies raising under Regulation Crowdfunding (Reg CF).

State applicants.

Businesses fulfilling state licensing or regulatory reporting requirements.

Investor-ready.

Startups and small businesses preparing for due diligence or investor review.

Investor-ready.

Startups and small businesses preparing for due diligence or investor review.

Our Four Step Process

Your Questions, Answered

How long does a review or audit take?

Simple reviews can be completed in 2–3 weeks. Audits typically require 3–5 weeks, depending on readiness and complexity.

What documents are required?

Typical requirements include balance sheets, income statements, general ledgers, and supporting documentation for material transactions.

Will this meet Reg CF or state licensing requirements?

Yes, our engagements are designed to satisfy Reg CF, state licensing, investor reporting, and franchise compliance.

How long does a review or audit take?

Simple reviews can be completed in 2–3 weeks. Audits typically require 3–5 weeks, depending on readiness and complexity.

What documents are required?

Typical requirements include balance sheets, income statements, general ledgers, and supporting documentation for material transactions.

Will this meet Reg CF or state licensing requirements?

Yes, our engagements are designed to satisfy Reg CF, state licensing, investor reporting, and franchise compliance.

Protect your company’s credibility, satisfy regulatory requirements, and earn investor confidence

Schedule a Consultation

Protect your company’s credibility, satisfy regulatory requirements, and earn investor confidence

Schedule a Consultation

CPA - Review & Audit

CPA - Review & Audit

CPA - Review & Audit

Compliance-ready statements for startups & small businesses.

Compliance-ready statements for startups & small businesses.

Transparent and Structured Pricing

We help founders and small business owners select the correct engagement type.