Financial Review Services in Orlando – Independent Assurance. Without the Audit Overhead.
CPA-Reviewed Financials for Lenders, Investors, and Growing Businesses
About us
Audit Services at the Davis Group
When stakeholders need financial clarity—but a full audit feels like overkill—a financial statement review gives you the credibility you need at a fraction of the time and cost.
At Davis Group P.A., we provide independent, GAAP-compliant financial reviews for businesses and nonprofits across Orlando, Altamonte Springs, and Brevard County. It’s the ideal solution when you need limited assurance that still stands up to bank, board, or investor scrutiny —especially for construction firms needing financials for bonding or financing.
What Is a Financial Review—and Why Might You Need One?
A financial review is a CPA-conducted assurance engagement that provides limited assurance that your financials are free from material misstatement. It’s more than a compilation—but less involved than an audit.
Review
When a Review Makes Sense
Submitting financials for bank loans or financing
Reporting to current investors or partners
Meeting board or grant reporting requirements
Preparing for future audits, M&A, or capital raises
If you’re scaling—and financial visibility matters—a review adds a professional layer of trust to your numbers.
What’s Included
What’s Included in a Review Engagement
- GAAP-compliant financial statement preparation
- Inquiries with management and staff
- Analytical procedures to detect inconsistencies
- Tailored notes and footnotes for context and clarity
- CPA-issued limited assurance report for stakeholders
It’s faster than an audit—and often all that’s required.
Schedule Your Review Services Consultation
A financial review offers the right balance of speed, assurance, and professionalism—without the cost of a full audit.
Book your free review consultation today and let Davis Group. P.A. help you present your financials with confidence.
Difference
Compilation vs. Review vs. Audit: What’s the Difference?
| Service Type | Level of Assurance | Procedures Performed |
|---|---|---|
| Compilation | None | Formatting only; no verification |
| Review | Limited | Inquiries and analytical procedures |
| Audit | High | Full testing, confirmations, documentation |
Not sure which level of service fits your needs? We’ll help you choose the right path.
FAQ’S
Frequently Asked Questions
Is a review acceptable for banks and investors?
How long does a review take?
Can you upgrade to an audit later?
We Serve
Where We Serve
We serve Central Florida organizations across:
- Orlando (Downtown, Lake Nona, Baldwin Park, Winter Park)
- Altamonte Springs and Seminole County
- Brevard County: Palm Bay, Cocoa, Melbourne, Rockledge, Titusville, Satellite Beach
- Tampa and the surrounding areas
- Volusia County: Daytona Beach, Ormond Beach
Contact Us
Centrally located in the City National Bank building in downtown Orlando, we are a quick drive from anywhere in town. We offer parking validation when visiting our office.