Audit & Assurance Services

Regulatory Compliance Support

We provide audit, assurance, and attestation services that enable businesses to complete their financial compliance burdens. Our services include:

• Audits – Financial statement examinations for:
  • Employee-benefit plans
  • Business entities
  • Nonprofit entities
• Bank and private financing assurance reporting and assistance
• Cash-flow projections and financial forecasts
• Cost-benefit analyses and other special financial analyses
• Financial statement reviews and compilations
• Internal controls and accounting system reviews
• Tailored (agreed-upon procedures) work

To ensure we maintain the highest practice standards, as established by the American Institute of Certified Public Accountants (AICPA), we undergo a rigorous review of all aspects of our accounting and auditing practice and work products.  The peer-review examination is performed by an AICPA-approved independent CPA evaluator every three years. Our last review, completed in 2023, earned the mark of “Pass Without Deficiencies,” the highest rating possible. We earned the same grade in the previous three reviews.