Our Services

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 At times investors, lenders and owners need an extra level of assurance and confidence to insurance that the financial statements are accurately presented. We partner with our clients through our audit strategy. With this partnership relationship we are able to gain a deep understanding of your business and the industry your business is in allowing us to develop an audit strategy specific to your business. With this deep understanding the audit strategies are focused on the effectiveness and efficiency of the audit techniques used.

Extensive partner involvement is crucial for our audit process. Our scheduling and technique is reliant on partner involvement and review.

We find one of the most important aspects of the audit process is the timeliness of completion and the financial reporting. We scheduled and develop audit strategies and techniques to ensure that your audit is completed in a timely manner. With this timely audit approach you and your team can focus on growing your business instead of an audit that drags on.

Throughout the process we strive to develop suggestions and recommendations for your business and your team. These suggestions and recommendations are derived during the audit procedures.  

When an audit is not required but a certain level of assurance is required a financial statement review might be required. A review is substantially less in scope than an audit. A review includes applying analytical procedures to your financial data as well as inquiries with you and your team. We partner with you and your team to better understand your business, analytics and trajectory of your business. Our focus is identifying relationships and differences to ensure that the financial statements are accurate. This allows the readers of the financial statements to gain some confidence in the balances reported.

Extensive partner involvement is crucial for our review process. Our scheduling and technique is reliant on partner involvement and review.

We find one of the most important aspects of the review process is the timeliness of completion and the financial reporting. We scheduled and perform review techniques to ensure that your review is completed in a timely manner. With this timely audit approach you and your team can focus on growing your business instead of the project dragging on. 

A compilation is when we convert your financial information into financial statements. In the process we determine the reasonableness of the reporting in relation to accounting principles. Even through this process of limited assurance we develop a partnership with our clients to understand their business to be able to provide value to our clients through the project.

Extensive partner involvement is crucial for our compilation process. Our scheduling and technique is reliant on partner involvement and review. 

The Department of Labor requires employee benefit plans with over 100 eligible participants to be audited. We specialize in performing employee benefit plan audits with a focus on locating areas of needed improvement. 

Through our experience we are able to develop an audit strategy and plan tailored toward your plan which is both efficient and effective. 

Extensive partner involvement is crucial for our audit process. Our scheduling and technique is reliant on partner involvement and review.

We find one of the most important aspects of the audit process is the timeliness of completion and the financial reporting. We scheduled and develop audit strategies and techniques to ensure that your audit is completed in a timely manner. With this timely audit approach you and your team can focus on growing your business instead of an audit that drags on.

We perform plan audits for 401(k) and 403(b) plans throughout the United States of America. 

An alternative to performing assurance procedures on financial statements is performing agreed upon procedures. Agreed upon procedures are unique as only the procedures agreed upon are performed. This allows us to only perform the procedures agreed to and not perform other procedures that address the risk within the business or organization. The reporting for this level of assurance includes a report detailing the procedures performed in line with the findings from the procedures. 

When purchasing a business it is important to access the quality of the balances and data provided for the purchasing of the business. Due diligence includes determining procedures to validate the existence of receivables, inventory or other assets purchased as well as procedures to determine liabilities. Due diligence also includes preparation of forecasting and projections. 

Business decisions can be difficult to access. Through consulting we can provide reliable information and consultation to assist with weighing options within a business decision.