Use At Risk - podcast episode cover

Use At Risk

Mar 19, 2025•17 min•Ep. 84
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Episode description

🔥 Should You Add “No Assurance Provided” to Financial Reports? 🔥

 On this episode of Bookkeepers on Fire, we tackled one of those “wait… should I be doing this?” questions. 
Here’s what you need to know: 
📄 “For management use only” is out. SSARS 21 says to use “No assurance is provided.”

🧾 If you’re compiling monthly financials, adding that line (on every page) keeps you compliant and crystal clear.

🚫 Never sign a client’s financials for loan purposes — that’s called a comfort letter, and it’s a legal and ethical no-go. 
💥 Whether you send monthly packets or let QBO do the talking, make sure you’re covered — and keep a PDF copy for your records. 
🎧 Listen in for more fire, facts, and a few sarcastic jabs at tax preparers who just “adjust to make it work.”   

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