Assurance

The accuracy of your financial statements is critical to your business. Our assurance professionals offer a personalized approach to each client’s unique situation in order to discover opportunities and present alternatives to enhance operations with the least amount of disruption to your organization and personnel. Our services are more than assessing risk and applying required audit procedures, we allow companies to understand where they’ve been and what to expect in the future.

• Planning and risk assessment
• Internal controls testing
• Substantive procedures
• Financial reporting and accounting expertise
• SEC registrant services including SOX 404 reporting compliance
• IT audit

You don’t need a full-blown audit, but you still have assurance needs. Reviews and compilations may be a more economical alternative to a full-scope audit if the limited assurance meets the needs of your financial statement users. A review is substantially less in scope than an audit while a compilation is prepared based on information provided solely by management.

• Review of financial statements
• Compilation of financial statements
• Comparative analytical procedures
• Benchmarking

You want your financial future to be bright. Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to detailed multi-year models, we can assist you in achieving your financial goals.

• Projected financial statements
• Cash flow analysis
• Budgeting
• Financial statement modeling
• Assistance with loan packages

You want to know more about your company’s high risk areas but don’t need a full financial statement audit. Our team works with you to establish agreed-upon procedures – essentially a customized a menu of services to give you the information you need to take your business to the next level.

• Compliance reporting
• Debt covenant analysis
• Transaction testing
• Ratio analysis
• Fraud investigation and litigation support
• Information technology

As an employer, you want to take good care of your people.  That’s why the integrity of your employee benefit plans is so important.  An audit of your defined contribution, defined benefit and health and welfare plans can help you mitigate risk as a sponsor and ensure compliance.  Our employee benefit plan practice performs more than 150 plan audits and is among the Top 30 firms in the nation for this service.  We conduct tests in areas unique to employee benefit plans and have deep knowledge of special auditing standards and rules that apply to them.

• Planning and risk assessment
• Internal controls testing
• Substantive procedures
• Financial reporting and accounting expertise