Independent financial insight you and your stakeholders can trust
When stakeholders rely on your financial information, accuracy and transparency are non-negotiable. At Culbert CPA, we provide professional assurance services to help businesses, nonprofits, and organizations validate their financial data with confidence. Whether you need a review or a compilation of your financial statements, our team delivers the independent, objective insight that decision-makers and funding sources expect.
With years of experience serving clients across Northeast Tennessee, we offer a streamlined, reliable approach to assurance services—giving you peace of mind that your financial reports meet the highest standards of integrity and compliance.
Independent reporting with real-world value
Financial statements do more than record history—they shape the future of your business or organization. When you need to present your financials to lenders, investors, grant providers, or your board of directors, the credibility of those documents matters.
Our assurance services help ensure your financial statements are complete, consistent, and clearly presented—giving stakeholders the information they need to make informed decisions.
We offer two primary levels of assurance:
1. Financial Statement Reviews
A review provides limited assurance that financial statements are free from material misstatement. It involves analytical procedures, inquiries, and a thorough understanding of your organization. While less extensive than an audit, a review still provides valuable insight and increased confidence in your reporting.
Ideal for:
Businesses seeking financing
Nonprofits applying for grants
Organizations needing third-party validation without the cost of a full audit
2. Financial Statement Compilations
A compilation presents your financial data in the form of financial statements, based on the information you provide. While no assurance is offered, a compilation can help you organize your finances and meet basic reporting obligations with professional formatting and presentation.
Ideal for:
Internal reporting and planning
Tax filing support
Startups and small businesses needing formal financial statements
Who Needs Assurance Services?
You may benefit from assurance services if you:
We serve a variety of clients across Northeast Tennessee, including:
What to expect from our process
We start by getting to know your organization, your goals, and your current financial reporting systems. From there, we:
Assess your needs and recommend the right level of service—review or compilation
Collect and organize financial data based on your existing records and bookkeeping system
Perform procedures appropriate to the level of assurance being provided
Deliver professionally prepared statements along with observations or recommendations where applicable
Remain available to answer questions or clarify results with stakeholders, lenders, or board members
Our team communicates clearly at every stage, ensuring you know exactly what to expect and when.
Why Choose Culbert CPA for Assurance Services?
Not all CPA firms offer assurance services—but we do, because we believe in helping organizations operate with integrity and confidence. Here’s what sets us apart:
Local Expertise
As a locally owned CPA firm based in Elizabethton, we understand the unique needs of Northeast Tennessee residents and businesses.
Comprehensive Services
We offer a full suite of accounting services, including tax planning and preparation, assurance engagements, bookkeeping, payroll, and business consulting.
Experienced CPA Leadership
Joshua Culbert is a licensed CPA, ETSU graduate, and member of TSCPA and AICPA. He brings years of industry knowledge and a commitment to community involvement.
Responsive Communication
We prioritize clear, timely communication. You will always know where your finances stand and receive prompt, accurate answers to your questions.
FAQ
How do I know if I need a review or a compilation?
The right level of service depends on your goals, your stakeholders’ requirements, and your budget. We’ll walk you through the differences and recommend the best fit for your situation.
Do you offer audits?
While we do not currently offer full audits, many of our clients find that a review or compilation meets their needs. If an audit becomes necessary, we can refer you to a trusted provider.
Can you help prepare for a review even if you’re not my bookkeeper?
Yes. We can work with financial records from your internal team or external bookkeeper. If cleanup is needed before we begin, we’ll let you know and can assist with that process.
Are assurance services only for large organizations?
Not at all. Many small businesses and nonprofits benefit from reviews or compilations, especially when applying for funding or improving transparency.
How often should financial statements be reviewed or compiled?
It depends on your goals. Some clients request quarterly compilations, while others complete an annual review or compilation for reporting purposes. We’ll help you determine the best timeline.
Local Service Area
Our service area includes, but is not limited to, the following cities:
Build confidence in your financial reporting
Whether you’re applying for funding, preparing for a board presentation, or simply seeking clarity about your organization’s finances, Culbert CPA is here to help. Our assurance services provide the structure and professionalism your financial statements deserve—so you can move forward with confidence.