Independent Financial Audits

Independent financial statement audits provide the highest level of assurance, giving stakeholders confidence in the accuracy and integrity of your financial reporting. Through detailed testing, risk assessment, and GAAP‑compliant audit procedures, we verify that your financial statements present a true and fair view of your organization’s performance. This service strengthens credibility with lenders, investors, regulators, and partners while helping you identify opportunities to improve internal controls and financial processes.

Financial Statement Reviews

Financial statement reviews offer a cost‑effective way to enhance financial transparency and credibility without the depth of a full audit. Using analytical procedures and management inquiries, we provide limited assurance that your financial statements are free from material misstatement. This service is ideal for businesses seeking lender confidence, investor readiness, or improved financial clarity while maintaining efficiency and speed.

Financial Compilations

Compilation services transform client‑provided financial data into clear, professionally prepared financial statements that meet compliance and reporting requirements. While no assurance is provided, compilations help businesses present organized, GAAP‑aligned financial information to stakeholders. This service is especially valuable for small and mid‑sized companies that need reliable financial statements for internal planning, banking relationships, or regulatory filings.

Internal Control Evaluations

Internal control evaluations assess the strength, reliability, and effectiveness of your financial and operational controls. We identify control gaps, process inefficiencies, and areas of risk exposure, then provide actionable recommendations to enhance accuracy, safeguard assets, and improve compliance. Strong internal controls support better decision‑making, reduce fraud risk, and create a more resilient financial environment.

Compliance & Regulatory Assessments

Compliance assessments ensure your organization adheres to industry regulations, accounting standards, and reporting requirements. We evaluate policies, procedures, and documentation to identify compliance gaps and help you implement corrective actions. This service reduces regulatory risk, prevents costly penalties, and strengthens trust with auditors, regulators, and stakeholders.

Operational & Process Audits

Operational audits examine the efficiency and effectiveness of your business processes, workflows, and internal systems. By analyzing performance metrics, resource utilization, and process controls, we identify opportunities to streamline operations, reduce waste, and improve productivity. This service helps organizations enhance operational performance while supporting stronger financial outcomes.

Risk Assessment & Mitigation Services

Risk assessment services provide a structured evaluation of financial, operational, and compliance risks across your organization. We identify vulnerabilities, assess their potential impact, and develop mitigation strategies that strengthen governance and reduce exposure. This proactive approach helps businesses maintain stability, improve decision‑making, and protect long‑term financial health.

Internal Audit Outsourcing & Co‑Sourcing

Internal audit outsourcing and co‑sourcing provide flexible, scalable support for organizations that need expert audit capabilities without expanding internal staff. We deliver objective evaluations of controls, compliance, and operational performance while aligning with your existing audit framework. This service enhances oversight, strengthens governance, and ensures your internal audit function remains effective and efficient.

Fraud Risk Assessment & Prevention

Fraud risk assessments identify vulnerabilities in financial processes, internal controls, and organizational culture that could expose your business to fraud. We evaluate fraud indicators, test controls, and recommend preventive measures to protect assets and maintain financial integrity. This service helps organizations reduce risk, strengthen accountability, and build a culture of transparency.

Agreed‑Upon Procedures (AUP) Engagements

Agreed‑Upon Procedures engagements provide targeted assurance on specific financial data, processes, or compliance areas. We perform only the procedures requested by management or stakeholders, delivering objective, detailed findings tailored to your needs. AUP engagements are ideal for validating financial information, confirming compliance, or supporting due diligence efforts.

Due Diligence for Mergers & Acquisitions

M&A due diligence provides a thorough evaluation of financial statements, internal controls, operational performance, and potential risks before a transaction. We help buyers and sellers understand the true financial condition of a business, identify red flags, and validate key assumptions. This service supports informed negotiations, reduces transaction risk, and ensures smoother post‑deal integration.

Employee Benefit Plan Audits

Employee benefit plan audits ensure compliance with ERISA, DOL regulations, and plan reporting requirements. We evaluate plan operations, participant data, contributions, and internal controls to ensure accuracy and regulatory adherence. This service protects plan participants, reduces compliance risk, and supports transparent, reliable reporting.

Revenue Recognition & Accounting Compliance Reviews

Revenue recognition reviews ensure your accounting practices comply with GAAP, ASC 606, and industry‑specific standards. We analyze contracts, billing processes, and revenue streams to identify compliance gaps and strengthen reporting accuracy. This service helps organizations avoid misstatements, reduce audit risk, and maintain consistent, reliable financial reporting.

IT Systems & Data Integrity Audits

IT and data integrity audits evaluate the reliability, security, and accuracy of your financial systems and digital controls. We assess system configurations, data flows, access controls, and cybersecurity practices to ensure your financial information is protected and trustworthy. This service supports secure operations, reduces technology‑related risk, and enhances reporting quality.

Assurance for Grant, Nonprofit, & Government Funding

Specialized assurance services validate compliance with grant requirements, funding guidelines, and reporting standards for nonprofits and government‑funded programs. We review expenditures, documentation, and internal controls to ensure funds are used appropriately and reported accurately. This service strengthens transparency, supports continued funding, and enhances stakeholder confidence.