Review & Compilation

When you don’t need a full audit, Weaver can customize our services to deliver exactly what you do need, without compromising on quality or industry knowledge. These services still provide some level of assurance of your financial reporting, although they don’t provide an “audit opinion” on the financial statements.

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Ext. Publication

TASBO on an RDSPD Accounting Change Under HB 2

Weaver’s Greg Peterson explains an RDSPD accounting change under HB 2 that Texas school district fiscal agents should address before year-end.

Article

Planning to Grow or Exit? Don’t Overlook Audit Readiness

Learn how building audit readiness over time can help your business prepare for financing, investors, acquisitions and future growth.

Article

Court Denies AFL-CIO Request to Delay New LM-2 Long Form Requirements: What Labor Unions Should Know

Court denies AFL-CIO’s request to delay new LM-2 requirements. See what this update means and why labor organizations should prepare now.

Executive Resource

SEC Reform, Capital Allocation and Governance: Four Questions for Public Company Boards

Explore four governance priorities for public company boards, including SOX 404(b), capital allocation, governance requirements and financial reporting.

Article

Department of Labor Final Rule Faces Legal Challenge by the AFL-CIO

The AFL-CIO is challenging the Department of Labor’s Final Rule, raising timing and compliance considerations. Learn what it may mean.

Article

DOL Final Rule Updates Labor Union Financial Reporting Requirements

The DOL has finalized changes to LM-2, LM-3 and LM-4 reporting requirements. Learn what labor organizations should consider before implementation.

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Review and compilation services tailored to your needs.

Weaver’s teams know how to offer limited assurance when you don’t require a full audit and financial reporting. Explore our services.

Reviews

Less extensive than a full audit, reviews offer limited assurance that your financial statements are presented correctly. You may need a review when third parties, such as investors, want assurance that your financial reports are accurate, but they don’t require fully audited statements. Weaver performs reviews in accordance with Statements on Standards for Accounting and Review Services (SSARS). In a review, we do not generally examine internal controls, but we may make suggestions to help you improve efficiency or accuracy.

Compilations

If you would like help preparing financial statements — whether monthly, quarterly or annual — a Weaver compilation may be exactly what you need. In a compilation, the most basic process, we take the data you supply and create financial statements that meet accounting standards. Because a compilation is basic, it will not include an examination of the numbers themselves, or create an opinion or assurance that the numbers are correct. However, we do take the time to understand your business and will take a common-sense, high-level look at the financial statements to ensure that they are fairly presented.