Reviews & Compilations

Our Approach to Reviews & Compilations

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide various levels of assurance to meet your needs.

Three Levels of Reporting


An audit of an organization’s financial statements provides the highest level of assurance, with an opinion rendered that the financial statements have been presented in accordance with generally accepted accounting principles. Audit procedures are based on the auditor’s professional judgement and include account balances confirmation with third parties, observation of inventories, and testing of supporting documents and transactions, among other.


In financial statement review engagements, we provide privately-owned company and nonprofit executives with limited assurance that there are no material modifications that should be made to your financial statements in order for them to be in conformity with the applicable financial reporting framework. Our financial statement review will include all procedures tailored to your situation and required by the Statement of Standards for Accounting and Review Services (SSARS).


In compilation accounting engagements, we assist privately-held companies present financial information in the form of financial statements. Since standards do not require SD Mayer to make inquiries or perform other procedures to verify, corroborate or review the information, we neither obtain, nor offer any form of assurance on the content of the financial statement through our compilation accounting engagements.

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Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Thought Leadership

Our Audit Team

Kelly Hsu
Audit Associate
Lukas Leuthold
Audit Associate
Stephen D. Mayer, CPA
Managing Partner & Founder
Kevin Wang, CPA
Audit Senior
Bonifacio Zablan
Professional Support Specialist
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