Gain confidence in your financials — without the cost or complexity of a full audit. At Orsak Langner & Barthel PLLC, we provide CPA-reviewed financial statements that offer limited assurance and professional credibility for businesses and nonprofits across Houston and throughout Texas and the Gulf Coast Region.
When You Need Assurance — but Not a Full Audit
Reviewed financial statements are a step above standard preparation or compilation. They provide limited assurance that your financials are free of material misstatement, based on analytical procedures and CPA inquiries — but without the extensive testing required in an audit.
Our review services help:
- Satisfy lender or investor requirements
- Build board or donor confidence
- Improve internal credibility and reporting discipline
- Prepare for future audits or compliance needs
We work closely with clients to understand their operations and provide recommendations for any inconsistencies or red flags found during the review process. The end result? A clean, professional set of statements with an attached CPA review report.
Who We Serve
- Privately held businesses required to provide CPA-reviewed statements for financing
- Nonprofits reporting to grantors, funders, or boards of directors
- Individuals and family trusts needing formal financial reporting for legal or estate planning
- Partnerships or LLCs with multi-owner structures requiring agreed-upon financial transparency
At Orsak CPAs, our team brings years of experience in delivering review-level assurance with clarity, precision, and responsiveness.
Trusted Reviews That Strengthen Your Financial Credibility
When lenders, investors, or boards require more than internally prepared reports but don’t mandate a full audit, a CPA review engagement offers the perfect middle ground. At Orsak CPAs, we provide limited-assurance financial statement reviews that meet external requirements without the cost and complexity of an audit.
What Is a Financial Statement Review?
A review engagement involves:
- Inquiries of management about operations and accounting practices
- Analytical procedures to identify unusual trends or variances
- A CPA-issued review report that states we are not aware of any material misstatements
It does not include full testing of internal controls or source documentation like an audit. However, it does provide more confidence than a compilation or preparation service.
If you’re unsure which level of service you need, we also offer Compilation of Financial Statements and Audit Services and can guide you through the decision.
When Is a Review Required?
- Your bank or investor requests CPA-reviewed financials
- Your bylaws or partnership agreement mandate an annual review
- You’re preparing for a future audit and want to establish clean records
- You need external assurance for board or donor transparency
- Your business is scaling and needs formalized reporting
We typically perform reviews for annual or quarterly financial statements, especially for clients in construction, manufacturing, real estate, private partnerships, professional services, and the nonprofit sector.
Our Process: Thorough, Professional, and Respectful of Your Time
We start by understanding your operations, requesting key records, and reviewing your books using targeted analytics. You’ll receive:
- Reviewed balance sheet, income statement, and cash flow statement
- Footnotes and disclosures in accordance with GAAP or other selected frameworks
- A signed CPA review report suitable for submission to third parties
- Recommendations for areas of improvement, if needed
We maintain open communication throughout and ensure that your internal staff or bookkeeper is supported — not overwhelmed.
Why Choose Orsak CPAs for Review Engagements?
At Orsak CPAs, we’ve helped clients across Texas and the Gulf Coast Region secure financing, meet compliance standards, and build confidence with professional review services. We bring a practical, efficient, and experienced approach to every engagement.
When you work with Orsak CPAs, you get:
- An approachable experienced CPA team that respects your time and records
- Clear reports that satisfy external parties
- Communication throughout the process — not just at the end
- Fast turnaround and consistent quality, year after year
