Audits

We provide audit services for privately-held and tax-exempt entities, adhering to U.S. Generally Accepted Auditing Standards (GAAS). Our audit approach is rooted in integrity, objectivity, and independence, ensuring compliance with professional standards and regulations. By focusing on high-risk areas, we address potential misstatements in your financial statements effectively.

Reviews

A review offers a cost-effective alternative to an audit, providing limited assurance on your financial statements. Through analytical procedures, inquiries, and other diagnostic tools, we deliver a thorough review that meets your financial reporting needs without the extensive scrutiny of an audit.

Compilations

For clients who maintain their own accounting records, we offer compilation services to present financial statements to third parties. This service involves organizing your data into a proper financial statement format, fulfilling the requirements of both management and external users.

Business & Management Advisory

We serve as trusted advisors in managing our clients’ businesses. From inception through growth and maturity, we work closely with our clients to actively listen, evaluate their needs, recommend alternatives, and offer individualized, innovative, and well-researched solutions.

The relationships we cultivate with each client provide us with deep understanding and valuable insights into the intricacies and needs of both the businesses and their owners. Our dual perspective from providing audit and tax services uniquely positions us to deliver holistic business solutions tailored to each client’s objectives.

Our business and management advisory services include, but are not limited to:

• Business entity selection
• Business start-up and growth consulting
• Organizational structuring or restructuring
• Assistance with obtaining business financing
• Financial projections and forecasts
• Compensation planning and structuring
• Interim CFO/Controller services
• Evaluation of job candidates
• Buy/sell agreements