Just the Right Level of Assurance

When you need the highest level of assurance—such as when pursuing a merger or seeking outside investment—a financial statement audit by an independent CPA is the gold standard.

A good audit requires a lot more than sifting through numbers on spreadsheets. We get to know your business, your processes and your goals, and we work collaboratively with you and your management team from start to finish. Your internal accounting team won’t waste time or spin their wheels wondering what we’re looking for. During the initial audit planning meeting, we clearly outline the work plan, timeline, and support documentation we’ll need—so everyone knows from the start what needs to happen and when. But we know that sometimes things don’t go according to plan, and we continually work with you to come up with solutions that will help us reach our shared goal—your business success.

We believe that timely knowledge is powerful. If issues come to light during our fieldwork, we talk to you about those observations as we uncover them—not weeks later when we deliver the final report. We want your audit to be a positive experience, and we strive to make sure there are no surprises during the final close meeting.

When a full audit isn’t required or financially viable, a review can provide the level of confidence your lenders and financing sources need.

We tailor our financial statement reviews to your organization’s needs and can provide you and all interested parties with a high level of confidence regarding your finances. Our team of CPAs analyze your financial statements, perform inquiries and often provide recommendations for improvement. We can also implement additional procedures as necessary. From small not-for-profits and closely held businesses to large corporations, we have the experience and expertise to review the nuances of your financial statements relative to your industry and provide the right level of assurance for your requirements.

Compiled financial statements are often helpful when you need to present information to leadership or other interested parties who don’t require the assurance that comes with a review or an audit. During the compilation process, our experts will bring consistency to your financial reporting. When you have all your financial statements compiled and readily available, making business decisions and planning for the future becomes more efficient and more successful.

Audits and assurance don’t always fall into neat categories. As creative and adaptive accountants, we can deliver the individualized services required to meet all your assurance needs. Agreed-upon procedures (AUPs) are tailored to address specific needs and provide reporting on the results of procedures performed.