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
Experienced point of contact
Your engagement is led by an experienced professional — partner, director, or manager — not handed to a junior once you sign.
- 02
Scoped, transparent pricing
Scope and price are agreed before we start, so there are no surprise invoices. Anything outside that scope we quote and agree with you first.
- 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 senior lead 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.
If you're looking for a CPA team that will take the time to understand your business, get things done right, and follow through with their promises, hire Alpine Mar. Pablo, Rebekah and the rest of the team are a pleasure to work with. Thank you Alpine Mar.
Joshua Radbod
Google review · a year 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.
Often booked alongside this one.
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Business Structure Consulting
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Business Tax Services
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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?
The experienced lead you meet on the intro — partner, director, or manager — is the one running your file, supported by the wider team. You keep the same point of contact rather than getting passed around, with senior review on every deliverable.
Are you taking new clients?
Yes. We're actively onboarding new clients year-round, and we pace intake so our team can hold the service standard the firm is known for.