Our financial review services are specifically geared to facilitate medium-sized businesses to obtain cost-effective services to meet the assurance requirements of third parties such as banks, insurance companies, and suppliers.

Ezzy and Associates provide Attested Financial Statements that give limited assurance about a client’s financial statements to those who require some form of assurance of the legitimacy of the business.

Additionally, our financial review services are provided to clients who need us to analyze and evaluate accounting records and processes, and other data to identify any gaps or loopholes that could result in fraudulent activity or discrepancies that may minimize long-term business success and growth.

Our financial review services cater to:

  • Online business
  • Nonprofits organizations
  • Trade and industry associations
  • Family-owned businesses

Our team is well-versed in using different processes and methodologies and various software tools, to effectively undertake a comprehensive review and provide guidance on improving control measures and closing gaps in accounting and financial processes.

THIS IS WHAT OUR CLIENTS HAVE TO SAY​

Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke
Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke