Banks and Creditors often require assurance from an independent CPA as part of their lending covenants. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance. Our auditing services also help for-profit business evaluate their 401(k) plan and more.

  • Audit- an intensive examination with the highest level of assurance
  • Review- some analytical procedures conducted with limited assurance
  • Compilations- based upon client information provided lowest level of assurance

Uncover how you can improve—and get concrete results.

During past audits, we’ve identified process improvements that resulted in collecting almost $100k, plus interest savings of over $30k annually and internal controls improvements that safeguarded hundreds of thousands of dollars. We uphold our track record of updating outmoded contracts, finding free resources, and discovering specific areas where organizations are falling behind their peers.

An audit shouldn’t cost more than it already does.

We provide competitive pricing and a commitment to efficiency. After all, we want to keep your organization running optimally. Unlike other auditors, we strive to not drain your operations with excess staff time, which inflates an audit’s cost. We strategically determine what needs more or less time—and make your audit a great investment in your future.

Benefits of Our Audits

Proprietary Technology

We look at past years to glean more info—and provide an even better real-time financial analysis.

In-Depth Interviews

Get up-close and personal with our team of experts. We unearth the important details to provide you with an extraordinarily valuable audit.

Best Practices

We’ll offer advice for your particular sector from our team’s diverse expertise as CFOs, CPAs, as well as NPO managers and board members.

Communication & Actionable Items

At the end of the audit, we provide actionable items and input from multiple angles, which help you perform at a higher level—and even bring in more profit for your business or cause.

“I am happy to recommend the firm to anyone looking for a 401(k) auditor. They do the work and I reap the benefit of their expertise.”

Jo Phillippe, SPHR
Director of Human Resources
Natural Alternatives International, Inc.

Ready to improve your financial operations?

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