Accounting Services

Reviews Financial Statements

Reviews are usually performed to satisfy third parties that want to be assured that the financial statements are not materially misstated.  They provide a lesser degree of assurance to financial statement users than an audit. Also, unlike an audit, there is no expression of an opinion on the financial statements, testing of controls, or financial data. Reviews essentially consist of inquiries of company personnel and analytical procedures applied to financial data. 

Compilations Financial Statements

Compilations provide the lowest level of assurance of the financial statements services.  They are often required by outside third parties as well internally by companies.

In a compilation, we assist management in presenting their financial information as financial statements in the proper form.  Compilations also require us to understand the client’s industry and obtain specific knowledge about the client.  Additionally, we read the financial statements and ensure they are free from obvious material errors.  They provide no expression of an opinion on the financial statements.

Agreed Upon Procedures

Agreed-upon procedures are performed when the parties involved concur that they want the accountant to perform a specific procedure or set of procedures.  They can be useful when you or a third party wants some comfort about a specific area such as inventory or cash but do not need the assurance and related time and expense of a full audit or review. Agreed-upon procedures can deal with the various subject matter, such as the quality of collateral or due diligence related to a business acquisition. In all cases, agreed-upon procedures are solely the parties' responsibility who specify them, and they never provide an opinion on the subject matter or financial statements.


We offer complete local or remote chief financial officer services for your business. From basic bookkeeping to financial management, we can help! Personalized permanent and/or temporary solutions to your personal or company's accounting needs. Call or email us for a free consultation.


Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.

Areas of Service: Accountant Medford OR, Tax Place Near Me, CPA Near Me, Tax Accountant Near Me, Accountant Ashland OR, Accountant Central Point OR, Accountant Talent OR, Accountant Phoenix OR, Accountant Eagle Point OR, Accountant Gold Hill OR, Accountant Jacksonville OR, Accountant Rogue River OR, Accountant Shady Cove OR, Accountant White City OR, Accountant Klamath Falls OR, Accountant Grants Pass OR, Accountant Roseburg OR, Accountant Jackson OR, Accountant Klamath OR, Accountant Josephine OR, Accountant Douglas OR, Accountant Lake OR, Accountant Yreka CA, Accountant Mount Shasta CA, Accountant Redding CA


Wise & Co LLP CPAs

920 E. Jackson Street
Medford, OR 97504

Tel: 541-772-8666
Fax: 541-779-4442


422 S. 5th Street
Klamath Falls, OR 97601

Tel: 541-882-6630
Fax: 541-883-1919


17 S. G Street
Lakeview, OR 976301

Tel: 541-947-2312
Fax: 541-947-5063


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We are here to help with business consulting, business planning, tax matters and help with all your financial and business concerns.