REVIEW ENGAGEMENT

A Review Engagement Gives You Financial Clarity to Grow, Sell and Protect Your Business

A review engagement is a cost-effective financial statement service offering limited assurance that is ideal for small to mid-sized businesses.

Unlike an audit, a review engagement involves inquiry and analytical procedures without deep investigation, making it faster and more affordable. Lenders and investors often request a review engagement to validate financial reliability. This level of assurance is often sufficient for lenders, investors, and bonding agents, who rely on accurate financials to assess risk and reliability.

At Geib and Company, we specialize in delivering professional, streamlined review engagements that support business growth, financial confidence, and compliance with accounting standards in Canada.

Trusted Review Engagement Services

At Geib and Company, we offer professional review engagement services designed to meet the needs of growing businesses and organizations across Calgary.

A review engagement provides limited assurance that your financial statements are free from material misstatement without the time and cost of a full audit.

Our experienced team performs in-depth analysis, inquiries, and financial reviews to help you meet lender, investor, and regulatory expectations. Whether you’re applying for financing, attracting partners, or seeking greater transparency, our tailored review engagements offer credibility and peace of mind.

We work with corporations, non-profits, and private businesses to deliver timely and accurate reports in accordance with Canadian accounting standards.

With Geib and Company, you gain trusted guidance, responsive service, and a reliable financial partner. Discover how our review engagement expertise can strengthen your financial standing and support your business success.

Why Choose a Review Engagement?

Here are a few reasons businesses choose review engagements:

Lenders often require it: Banks and credit unions may ask for a review engagement before approving loans.
Cost-effective: It is more affordable than an audit but still provides credibility.
Investor confidence: Investors appreciate the added assurance without the full audit price tag.
Peace of mind: You get a professional check-up on your financials—without the stress of a full audit.

Who Needs a Review Engagement?

You might benefit from a review engagement if:

You are applying for financing or renewing a loan
You are attracting new investors or partners
You are a growing business that wants to improve financial transparency
You want to ensure your financial statements are reliable and professionally reviewed

What Does the Process Look Like?

At Geib and Company, we make the process smooth and straightforward:

Initial Planning – We learn about your business and industry.
Inquiry & Analysis – We ask questions and perform financial analysis.
Documentation – We document our findings and procedures.
Review Report – You receive a formal report with our professional conclusion.