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Assurance Services for Small to Midsized Organizations
Our team is small but mighty – just like the assurance clients we serve. Get a cost-efficient audit or review from a dedicated team of assurance professionals that specializes in supporting SMBs and nonprofits.
Tax Planning Guide for Small Business Owners
An Assurance Firm That Gets You
Together, we’ll help you fulfill your compliance requirements – and build a stronger business.
Top-Tier Service That Doesn’t Break the Bank
Our audit team is the perfect size—big enough to handle complex financial reporting, yet small enough to provide responsive, highly personalized service. You’ll work with professionals who understand your business, ensuring a smooth, efficient audit process with a direct line to the partner leading your engagement.
Plus, the support doesn’t stop at the end of your engagement. We encourage our clients to contact us proactively throughout the year with questions and are always happy to provide our expert guidance.
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Reviews
We offer review services as a cost-effective alternative to audits, providing limited assurance by analyzing financial statements for material misstatements. If a full audit isn’t necessary, our reviews give stakeholders the clarity they need while keeping the process streamlined.
Financial Statement Audits
Our audit services provide the highest level of assurance, ensuring your financial statements comply with regulatory and reporting standards. Whether required by banks, regulators, or investors, we conduct thorough, efficient audits that give you confidence in your financial reporting.
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Co-Op & Condo Board Audits
We provide thorough, compliant audits for co-op and condo boards, ensuring financial transparency and trust. Our team delivers clear, reliable reporting to support sound financial management and informed decision-making.
What to Expect from the Audit Process
Our process is designed to be thorough, efficient, and stress-free. Here’s what you can expect:
Planning & Risk Assessment
We begin by understanding your business, identifying risks, and developing a tailored audit approach.
Fieldwork & Testing
Our team conducts in-depth testing and analysis of financial records, ensuring accuracy and compliance.
Findings & Reporting
We present our findings in a clear, actionable report, providing insights that help strengthen financial controls.
Ongoing Support
Beyond the audit, we’re here to answer questions, address concerns, and help you navigate financial reporting with confidence.
Frequently Asked Questions
Don’t see an answer to the question on your mind here? Drop us a note and one of our team will reach out with the insights you’re looking for.
Audits provide the highest level of assurance, while reviews offer a limited level of assurance and are less extensive. If your lender, regulator, or governing documents require an audit, it’s mandatory. If you’re unsure, we can help determine the best option for your needs.
The timeline depends on the complexity of your financials, but most audits take several weeks from initial planning to final reporting. We work efficiently to minimize disruptions and keep the process on track.
We’ll request key financial documents, including balance sheets, income statements, bank statements, and supporting records. Our team provides a detailed checklist upfront to streamline preparation.
We aim to make the audit process as seamless as possible. By planning ahead and working efficiently, we minimize disruptions and keep your team focused on running your business.
Audit fees vary based on the size and complexity of your organization. We provide transparent pricing and will discuss costs upfront so there are no surprises.
We offer the expertise of a large firm with the personalized service of a boutique practice. Our team provides clear communication, efficiency, and in-depth financial insights to ensure a smooth audit experience.
Case Study
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