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- Assurance
Ever-evolving.
Feel confident that our experts are on top of the complex and evolving nature of financial reporting.
Accessible.
Get national, Big Four experience with the high-touch approach of a smaller firm.
Exceed expectations.
Go beyond audits to unlock insights, operational efficiencies and growth.
Superior quality.
Present your financial statements to third parties with absolute confidence.
On-time, on-budget.
We take a uniquely collaborative, efficient approach—so you’ll never miss a deadline.
Our team of assurance professionals have broad experience performing financial statement audits, reviews, and
compilations for clients in numerous industries including:- Retail
- Apparel
- Manufacturing
- Technology
- Advertising
- Real Estate
- Finance
- Hospitality and Restaurant
- Healthcare
- Professional Service Firms
- Non-Profit Organizations
- Agreed Upon Procedures
Tailored engagement.
From controls testing to preparing for sale, we address your unique concerns.
Better outcomes.
Work with a team who listens and understands your needs—for a properly-designed AUP.
Industry expertise.
Our knowledge of your business and industry gives us the upper hand in performing quality AUPs.
Some situations require us to concentrate only on specified areas, resulting in a tailored engagement. We evaluate specific accounting records and help clients identify the appropriate agreed-upon procedures to reach desired outcomes, including:
- Testing compliance with licensing and royalty agreements
- Calculating internal rates of return and other business metrics
- Confirming specified information with third parties
- Verifying work performed by others
- Reviewing documents to confirm transactions
- Evaluating of mergers or acquisitions
- Evaluating Internal controls
- Meeting banking requirements for lending
- Advising on best practices for start-ups or scale-ups
- Performing income tax provisions
- Tax & Tax Planning
Seamless automation.
Get personal, corporate and partnership tax returns filed promptly and professionally.
Maximize ROI.
Maximize returns on property and asset sales—with expert negotiation, analysis and strategy support.
Up to date with changes.
We’re across the changing tax code, so you’re up to date with relevant changes.
Proactive planning.
Worry less with personalized tax planning that gives you clear, actionable strategies that mitigate liabilities.
Legacy planning.
Pass on the fruits of your labor to the next generation with tax-efficient legacy planning.
We meet and optimize tax obligations to preserve wealth, including:
- Reviewing asset portfolios for individuals, corporations, pass-throughs, estates, and trust tax
- Navigating tax code changes and adapting strategies to reduce tax burdens
- Increasing shareholder value through structuring, planning, growth, and succession
- Audit Preparation
Comprehensive audit readiness.
We conduct comprehensive pre-audit engagements, identifying potential red flags and resolving discrepancies to minimize disruptions to your financial statement audit or review. Our proactive approach helps streamline the audit process and saves your accounting team time, aggravation, and fees on the assurance engagement.
Internal controls assessment
A lack of accounting internal controls can lead to errors, omissions or even fraud. Insufficient internal controls can also lead to additional testing by the auditors, which will result in higher professional fees. We evaluate your company’s accounting cycles, identify weaknesses, and recommend improvements to strengthen internal controls and segregation of duties.
Financial statement preparation
We can help your company prepare its income statements, balance sheets, cash flow statements, and workpapers required by the auditors to ensure compliance with applicable accounting standards so that they are auditable. We also ensure financial data is properly reconciled and supported by audit-ready documentation.
Effective Communication
Close coordination with auditors can significantly limit the audit timeline and outcome. We act as a liaison between your accounting team and your financial statement auditors, preparing all required documentation and addressing inquiries promptly.
Expert audit preparation helps lessen the impact of what can be a time-consuming and costly process.
- Our tailored audit preparation services are designed to help start-ups and other businesses lessen the impact of an audit.
- We can help prepare the required information and financial documents auditors are looking for.
- We take the pressure off your accounting department as they rely on our team of audit experts.
- Audit Rescue
Address issue.
Our expertise with financial statement audits allows us to swiftly pinpoint and remediate the cause of an audit stoppage—including financial discrepancies, control failures, or compliance gaps. By highlighting the problem, we can prevent further disruptions and help get your company’s financial statement audit back on track.
Stakeholder coordination.
We serve as a liaison between your management team, audit committee, and external audit teams to ensure that all parties understand the issues and the steps being taken to resolve them.
Remediation.
We work with your accounting team to correct errors, strengthen internal controls, and ensure compliance with relevant accounting and auditing standards. This enables the audit to resume while safeguarding the integrity of your financial reporting.
Post-rescue assessment.
We conduct a thorough post-rescue assessment to verify that all issues have been resolved and that corrective measures are in place. We also provide strategic recommendations for improved financial reporting going forward.
Audit rescues are necessary whenever a public accounting firm identifies an issue that prevents them from completing a company’s financial statement audit or review.
- We can identify systematic or isolated accounting issues which may have led to errors or omissions.
- We perform tests of system processes to verify the accuracy of transactions contained in a general ledger.
- Our audit rescue procedures allow auditors to resume their work and express an opinion on your company’s financial statements.