Reviews
Financial Reviews
Financial Statement Review Services
Some businesses don’t need a full audit. They just need their financials reviewed by a professional who knows what to look for. If you’re looking for clarity and credibility without the cost or complexity of a full audit, a financial statement review might be the right fit. I offer review services for small and mid-sized businesses that need trustworthy financials, whether it’s for lenders, investors, or internal peace of mind.
Who Needs a Financial Statement Review?
If you don’t need a full audit but still want to make sure your financials are solid and ready to share, a review might be just right. It’s especially helpful if:
You’re applying for a loan or a line of credit
Investors or board members are asking for reviewed financials
You want an extra layer of credibility for planning or forecasting
You’re growing fast, but no one’s requiring an audit (yet)
Why Choose a Review Instead of an Audit?
Sometimes, a full audit is more than you need. A financial review gives you a simpler way to make sure your numbers look right without going through the heavy lift of an audit.
What You Gain from a Reviewed Financial Statement
A reviewed financial statement gives you a clearer picture of your numbers and helps others trust them too. Here’s how it helps:
Credibility Without the Big Price Tag: A review adds confidence to your financials without the time and cost of a full audit.
Catch Issues Early: Spotting unusual trends early can help you avoid bigger problems later.
Build Trust with Lenders and Partners: A professional review shows you take your finances seriously, which goes a long way with banks and investors.
Make Smarter Decisions: When your numbers are clean and reliable, it’s easier to plan ahead with confidence.
Serving Dallas Businesses Personally
I work directly with local businesses here in Dallas, no handoffs, no layers. Just one-on-one service and clear reports you can actually use.
With over 20 years of experience, I know what works and what doesn’t. Whether you run a construction firm, a franchise, or a professional service business, I’ll help you meet the right standards and keep your finances on track.
Other Services
Financial Statement Audit
Financial audits can feel overwhelming, but I simplify the process and ensure your financials are clear, compliant, and decision-ready.
Compilations
Need clean, organized financials for planning or investors? My compilation services make your data presentation-ready.
Client's Warm Words
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Let’s Talk About Your Financial Review Needs
I can answer your questions about reviews with no obligations by conducting a brief meeting that brings no pressure. Just a simple conversation to help you understand what’s involved and how it could help your company.
Let’s Talk
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Let’s Talk About Your Financial Review Needs
I can answer your questions about reviews with no obligations by conducting a brief meeting that brings no pressure. Just a simple conversation to help you understand what’s involved and how it could help your company.
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk About Your Financial Review Needs
I can answer your questions about reviews with no obligations by conducting a brief meeting that brings no pressure. Just a simple conversation to help you understand what’s involved and how it could help your company.
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
© 2025 Gwynn CPAs. All rights reserved.
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© 2025 Gwynn CPAs. All rights reserved.
Designed & Developed by starterweb.studio
© 2025 Gwynn CPAs. All rights reserved.
Designed & Developed by starterweb.studio