CA Review Engagement Services – Canada

🇨🇦 Review Engagement Services – Canada

When your business needs more than a compilation but doesn’t require a full audit, a Review Engagement offers a balanced solution. At nextledgers, we help Canadian businesses and CPA firms prepare review-ready financial statements — providing limited assurance to stakeholders, with faster turnaround and lower costs than an audit.

Review Engagement Intro

🔍 What Is a Review Engagement?

What We Deliver

📄 What We Deliver

  • ✅ Review Engagement Financial Statements – Income Statement, Balance Sheet, Cash Flow, Retained Earnings, and footnotes per ASPE or IFRS and CSRE 2400.
  • 🔍 Analytical Procedures & Variance Commentary – Ratio analysis, YoY & budget comparison, trend identification, explanatory notes.
  • 🧾 General Ledger Review & Working Paper Prep – Trial balance cleanup, journal entry testing, bank & source document tracing.
  • 🗂️ Documentation & Support – PBC checklists, working paper indexing, draft rep letters, internal control comments if applicable.

💡 Why Use a Review Engagement?

  • 📈 Build trust with lenders, shareholders, or potential investors
  • 🧠 Spot financial inconsistencies and prepare for deeper audits
  • 💵 Meet lender or grant reporting requirements affordably
  • 📊 Enhance internal planning and reporting structure
  • 🔎 Identify red flags or risks before they grow
Why Use Review Engagement
Ideal Clients

👥 Who Is This For?

  • Canadian SMEs with bank/investor obligations
  • Nonprofits needing limited assurance statements
  • CPA firms outsourcing working paper or prep tasks
  • Companies planning for future audits
  • Organizations improving financial governance

Why Choose [Your Company Name]?

  • 💼 Specialists in CSRE 2400 and ASPE financials
  • 🌐 White-label offshore backend for Canadian CPA firms
  • 📊 Insightful reporting that flags trends, breakdowns, risks
  • 🔐 Secure delivery via ShareFile, OneDrive, and SOC protocols
Why Choose Us

🛠 Tools We Work With:

QuickBooks
Xero
Sage 50 Canada
CaseWare
Excel
Zoho Books
Wave
Google Sheets

🔄 Engagement Workflow

  • Initial Discovery Call – Entity type, fiscal year-end, and deadlines
  • Document Checklist & Access – Prior reports, books, and banks
  • General Ledger Review – Reconciliations and adjustments
  • Statement Prep & Commentary – Financials with ratio insights
  • CPA Review & Final File Handoff – All schedules and docs provided

📞 Let’s Help You Deliver Your Review Engagement On Time

Whether you’re a business needing compliant financials or a CPA firm looking to scale, our dedicated offshore team ensures your review engagements are accurate, professional, and delivered on time.

→ Book a Consultation with Our Review Engagement Team
→ Download Sample Review Engagement Outputs