Reviews & Compilations
Limited-assurance reviews and agreed-upon procedures, when a full audit is more than you need. Right-sized credibility.
The engagement, in a nutshell.
Every Alpine Mar reviews & compilations engagement is built on the same four commitments.
- 01
Partner Involvement
A CPA on every engagement. No junior handoff once you sign.
- 02
Fixed-fee, scoped
Scope and price agreed before we start. No hourly meter or surprise invoices.
- 03
Year-round attention
We work the calendar, not just the deadline. Quarterly check-ins by default.
- 04
Modern finance stack
Cloud books, AI, automation, and secure portals. Work moves faster without losing rigor.
From first call to closed loop.
Four predictable steps. No surprise scope creep, no junior handoffs, no hourly meter ticking on routine questions.
- Step 01
Intro call
An introductory call including the partner who'd run your engagement. We cover scope, timing, and fit.
- Step 02
Discovery
We look at your books, prior filings, and stack. You get a scoping memo and a flat fee.
- Step 03
Engagement
Work is delivered by a senior team. You see drafts, not silence, with weekly status by default.
- Step 04
Wrap-up
Deliverables ship with a written summary. You keep working with the same team next round.
The detail, if you want it.
The full breakdown of how we approach reviews & compilations — written for clients who want to see the rigor before signing on.
Lighter lift, solid support.
Not every business needs a full audit. Reviews and compilations offer a streamlined alternative that still delivers credibility and insight. Whether you're satisfying third-party requirements or preparing for your next phase of growth, we tailor our approach to meet your needs without overcomplicating the process.
What's the Difference?
Reviews — Provide limited assurance that your financials make sense.
Compilations — Organize your financial data into clean, professional statements with no formal assurance.
Whichever route you take, we make sure your finances reflect your business accurately and look as sharp as you run it.
We’ve had a great experience working with Alpine Mar for our accounting and tax needs. They’ve been a strong partner for us — responsive, knowledgeable, and easy to work with, even as our business has grown more complex. I work closely with Pablo and Emily, and both have been fantastic. They’re proactive, detail-oriented, and always willing to walk through questions or help think through strategy instead of just checking boxes. It’s clear they genuinely care about doing things right and helping us stay organized and informed. Highly recommend Alpine Mar if you’re looking for a team that feels more like a partner than just an accounting firm.
Josh Tasman
Google review · 4 months ago
Industries we run this for.
Specialized playbooks for the verticals we know best — benchmarks, deductions, and tax positions that don't need explaining.
- SaaS We help SaaS companies with accurate revenue recognition, cash flow management, key metrics, and tax compliance. Learn more
- Marketing Agencies Creative service providers, trust Alpine Mar to provide a comprehensive suite of services, including financial management and strategic guidance. Learn more
- Law Firms Professional service firms, including law firms, turn to Alpine Mar for a full-service, outsourced accounting function and ongoing tax advice. Learn more
- Startups We provide essential financial management, strategic planning, and accounting expertise to support early-stage and high-growth companies. Learn more
A strategy that works
as hard as you do.
You'll hear from us before tax season, not just during it. Our team stays close to your financials year-round, flagging opportunities and managing compliance.
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National and international expertise
Single-state, multistate, or cross-border, our CPAs know the complexity and know how to navigate it without leaving money on the table.
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Proactive approach
We don't wait for deadlines to find savings. We plan ahead so you're always in a better position than you were last year.
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Adapted to your needs
Individual, small business, S-Corp, or multijurisdictional, your situation is specific and our service should be too.
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Before you book the call.
Quick answers to the things most people ask before signing on for reviews & compilations.
How quickly can we start?
We schedule an intro call within a few business days and can begin scoping the same week.
How are fees structured?
Reviews & Compilations is quoted as a fixed fee with a clearly scoped deliverable, after the intro call. We don't bill by the hour for known scopes. Ongoing work (like monthly close or fractional CFO) is a flat monthly retainer.
Will I work with the same person, or get passed around?
Every engagement is partner-led. The senior CPA you meet on the intro is the one running your file. Day-to-day support comes from a senior associate, with partner sign-off on every deliverable.
Are you taking new clients?
Yes. We're actively onboarding new clients year-round, and we pace intake so every partner can hold the service standard the firm is known for.