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Financial Services

In all levels of service, we train our staff so that they are aware of both the latest accounting rules and professional standards. We can assist you with your staff so that your accounting system produces the information required for us to properly report on your financial statements.

Audits: An audit provides the highest level of assurance on your financial statements. We perform audits for a variety of organizations, such as not-for-profit, employee benefit plans, construction contractors, and manufacturing.

Reviews and Compilations: We perform financial reporting and accounting services for these levels of assurance as well. Most of our clients want either a review or a compilation in addition to their business and personal tax work.

Agreed Upon Procedures: In an agreed-upon procedures engagement, we work with you to design and select procedures for a particular need. Examples might be a reviewing a valuation, helping identify whether a company is complying with contracts or internal policies or performing procedures to determine if your organization has complied with certain requirements of a lending agreement or a labor agreement. Often an agreed-upon procedures engagement can be more efficient and effective than a financial statement audit because we can perform just the specific procedures necessary to address a client’s concerns and then prepare a report describing the results of those procedures.

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