Reviews & Compilations
Review and compilation engagements performed under AICPA standards for businesses that need third-party financial statements for a lender, a bonding company, a franchisor, a partner, or a buyer. Jacobs & Newmark's partners came out of the audit departments of mid-size and national firms, and the firm performs reviews and compilations for construction contractors, manufacturers, distributors, professional practices, and closely-held companies throughout Illinois.
What this covers
- Compilation engagements under AICPA standards
- Review engagements under AICPA standards
- Statements prepared for bonding companies and commercial lenders
- Determining which level of service the situation actually requires
- Coordination with a third party who has specified the requirement
When people call us about this
- A bonding company has set a requirement to raise your limit
- A loan agreement specifies a review or a compilation
- A general contractor is qualifying you as a subcontractor
- A franchisor, investor, or partner requires annual statements
Any of these is a reason to call. We will tell you what the situation actually takes before you engage the firm.
Who handles this
Where this matters most
Construction, Manufacturing & Distribution
John Whiston, CPA specialized in assurance and consulting for construction, manufacturing and distribution clients, including SEC registrants, at global and national accounting firms, and is a member of the Construction Financial Management Association.
Broker-Dealers & Securities Firms
Anthony Di John, CPA is licensed with the Financial Industry Regulatory Authority and holds the Series 27 and Series 99 licenses. He has served as Chief Financial Officer and Financial and Operations Principal at a financial services and investment banking firm.
Other services
- General Bookkeeping
- Financial Accounting & Statement Preparation
- QuickBooks Setup, Training & Cleanup
- Payroll & Sales Tax Compliance
- Cash Flow Management
- Bank Financing & Lender Reporting
- Strategic Business Planning
- Business Succession Planning
- New Business Formation
- Business & Individual Tax Preparation
- Tax Planning
- Tax Problem Resolution & IRS Representation
Tell us about the business.
A first conversation is about what you run, how the books are handled now, and what prompted you to look. If we are the right firm we will say so, and if we are not we will say that too.
- DuPage County
- Wheaton, IL
106 E Liberty Dr., Suite 201 - Lake County
- Buffalo Grove, IL
100 Lexington Dr., Suite 210 - Hours
- Monday – Friday, 9:00am – 5:00pm