Credibility Isn’t Optional

Whether you’re reporting to lenders, investors, or leadership, we deliver assurance and financial statement services that hold up under scrutiny.

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WHAT WE DO

Assurance Services for Business Owners Who Want to Get It Right

Whether you’re applying for financing, preparing for a sale, or just want a clearer picture of your operations, reliable financial reporting matters. At Ceschini CPAs Tax & Advisory, we deliver assurance and financial statement services that go beyond compliance to help you understand where your business stands and how to make it stronger.
 
We don’t waste your time with cookie-cutter checklists. Our team takes a thoughtful, efficient approach to every engagement, tailoring our work to your industry, structure, and reporting requirements. We’re here to help you meet your obligations, satisfy stakeholders, and make smarter decisions based on what the numbers actually say. Our assurance services include:

Audits 

In-depth financial statement audits for stakeholders who need a high level of assurance 

Reviews

Limited assurance engagements using analytical procedures and management inquiry

Compilations

Basic financial statement preparation with no assurance provided

Internal Control Reviews & Risk Assessments

For businesses looking to improve oversight and reduce exposure

Agreed-upon Procedures

Customized audits focused on specific areas of concern or compliance

Financial & tax due diligence

EBITDA Normalization & Quality of Earnings Reports

Deal Structuring & Negotiation Support

Tax-efficient Planning for Buyers & Sellers

Business Valuation & Indicators of Value

Introductions to Capital Resources, Lenders & Investment Bankers

Post-deal Tax & Wealth Strategy

Whether you need to satisfy a lender, reassure a potential buyer, or just run a tighter operation, we’ve got the tools – and the team – to get it done right.

When it’s time to call Ceschini

You don’t always need a full audit, but you do need confidence in your numbers. If you’re making decisions based on old, inconsistent, or incomplete financials, it might be time to level up.
 
From construction and real estate to professional services and beyond, we work with businesses that want to get ahead, and stay there, with solid, supportable numbers.


You might need our team if:

  • You’re applying for a loan or trying to secure better terms
  • An investor or buyer is requesting audited or reviewed statements
  • You want better financial visibility and internal controls
  • Your current accountant isn’t qualified or responsive enough to handle audit requirements
  • You’ve outgrown a compilation and need more formal financial reporting
What makes us different?

Not Every CPA Firm Is Built for Rigorous Financial Reporting

We bring the technical expertise, business acumen, and responsiveness that middle-market companies need during high-stakes moments.

Here's what set us apart:
  • A partner-led approach with deep industry experience
  • Efficient, right-sized engagements tailored to your business
  • A reputation for professionalism, accuracy, and real-world perspective
  • A team that asks smart questions and actually listens to your answers

Whether it’s your first audit or your 10th, we make the process as smooth, thorough, and worthwhile as possible. 

Straight Talk. Solid Strategy. Local Insight.

We’re based in Long Island and proud to serve businesses throughout the region — and beyond. Our clients stick with us because we’re responsive, efficient, and relentless about doing things right.

Here’s what sets us apart:

  • Industry-specific knowledge (construction, real estate, closely held businesses)
  • Up-to-date guidance on complex tax codes and changing regulations
  • A hands-on, tech-savvy team that values your time
  • A planning-first mindset because filing is only part of the job.

We're not here to impress you with jargon. We’re here to help you stay ahead of tax issues and focused on running your business. 

Frequently Asked Questions

The main difference is the level of assurance provided. Compilations organize financial information without verifying accuracy. Reviews involve analytical procedures and limited assurance. Audits involve detailed testing and verification and provide the highest level of assurance.

Audits are often required by lenders, investors, bonding companies, or regulatory bodies. Businesses seeking financing, bringing in outside investors, or preparing for a sale may need audited statements to provide independent verification of their financial position.

Reviewed statements provide limited assurance at a lower cost than a full audit. For many privately held companies, a review satisfies lender requirements while still providing meaningful oversight of the company’s financial reporting.

Reliable financial statements provide a clearer picture of profitability, cash flow, and overall financial health. Accurate reporting makes it easier to spot trends, identify problems early, and make more informed business decisions.

Most businesses benefit from monthly internal financial statements and periodic external reporting. Annual or quarterly financial statement services can provide additional confidence in the accuracy of the financial information used by owners, lenders, and investors.

Let’s Talk About the Right Level of Reporting

Not sure whether you need an audit, a review, or help cleaning up your books? Let’s discuss where your business stands and what level of reporting best suits your goals.

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We want to hear about your business goals and challenges. Drop us a note and we’ll set up a time to talk.