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Financial Reporting and Assurance Services

Burgess, Robb, & Grassetti are seasoned professionals and provide a full array of traditional assurance services to the privately held and not-for-profit sectors. These services are intended to provide organizations with confidence that their critical business data is reliable.

We consider our assurance services more than just a black-and-white look at the numbers. As a Burgess, Robb & Grassetti client, you will have access to a team of professionals that are readily accessible and eager to assist you in an advisory role on accounting and bookkeeping issues. We partner with our clients with a genuine concern for and satisfaction in the success of their organization or business.

We use the latest technology to provide audit, review, and compilation services to a variety of organizations. These cost-effective services will assure stakeholders (including management, investors, creditors, and other key stakeholders) of the accuracy of their key processes and reporting financial data.


  • An audit provides the highest level of assurance about your financial statements because the information is reviewed and confirmed by independent sources. We go beyond the traditional approach, providing business consultation and technical expertise that add value to your audit. This personalized approach eliminates surprises and emphasizes detailed planning, which is increasingly necessary for an uncertain business landscape.
  • Organizations must understand their current financial position and plan for the future. For this reason, it is essential that organizations leverage their audit experience with Burgess, Robb, & Grassetti to provide improved operations, efficiencies and as a result more productive financial results.
  • We are willing to devote enough time to understand your processes in order to provide informal value-added training that will enable your staff to streamline the audit process and save your organization money.
  • Our not-for-profit sector expertise includes “Yellow Book” and/or “A-133” audits for those clients receiving federal and/or state funding.


A review provides limited assurance to stakeholders and is less extensive than an audit. A review consists primarily of analytical procedures applied to financial statements and inquiries of company management. A review does not require a study or evaluation of your internal controls or independent confirmation of information.


A compilation presents information that is the representation of management and does not offer assurance. Compilations do not require inquiries of management or analytical procedures but may involve some adjustment to the accounting records.

Privately Held Businesses

Lenders, grantors, management, or investors may require an annual audit, review, or compilation. We work closely with a variety of industries including beverage, brewing, construction, healthcare, insurance, manufacturing, real estate, retail, technology, trucking, and wholesale distributors.

Not-For-Profit Sector

Donors, lenders, and grantors may require an annual audit, review, or compilation. We service many not-for-profits including health and welfare entities, arts and performing arts organizations, religious organizations, athletic associations, cultural organizations, and private schools. Depending on the level of assurance needed we tailor our services for these entities to provide value to them and the people they serve.

Peer Review

Every three years, the firm participates in a peer review program relative to its accounting and auditing practice. The peer review is conducted by an independent evaluator and helps monitor the firm’s accounting and auditing practice. In our most recent peer review report, we received the highest possible rating of pass. A copy of that report can be obtained by contacting us and requesting the "most recent peer review report."

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