Burgess, Schultz & Robb, P.C.

Financial Reporting and Assurance Services

Burgess, Schultz & Robb’s seasoned professionals 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, Schultz & Robb 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 stake holders (including management, investors, creditors and other key stake holders) of the accuracy of their key processes and reported financial data.


  • An audit provides the highest level of assurance about your financial statements because 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 in 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, Schultz & Robb to provide improved operations, efficiencies and as a result more productive financial results.
  • We are willing to devote enough time to understanding 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 stake holders 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 “most recent peer review report.”