Overview
When a bank, grantor, board or investor needs confidence in your financial statements, an independent CPA's report provides it. We perform audits, reviews and compilations of nonissuer entities in accordance with AICPA professional standards and U.S. GAAP, with an efficient process that respects your team's time.
Who it's for
- Privately held companies with lender or investor requirements
- Nonprofit organizations and foundations
- Employee benefit plans
- Homeowners associations
- Organizations preparing for a sale, merger or financing
What's included
- Financial statement audits (AICPA AU-C standards)
- Review engagements (SSARS, AR-C 90)
- Compilations and preparation engagements (AR-C 80 / AR-C 70)
- Agreed-upon procedures
- Clear PBC (provided-by-client) request lists and timelines
- Management letters with practical internal control recommendations
Our process
Consult
We learn your situation and goals.
Engage
A clear, fixed-fee engagement letter.
Execute
Secure exchange through your dashboard.
Review
We walk you through the results.
Frequently asked questions
What's the difference between an audit, a review and a compilation?
An audit provides reasonable assurance and includes testing, confirmations and evaluation of internal controls. A review provides limited assurance through analytical procedures and inquiry. A compilation provides no assurance but presents your financial statements in a professional format.
How long does an audit take?
It depends on size and readiness. Most first-year audits for small and mid-sized entities are completed within six to ten weeks of receiving the PBC items.
Are you independent?
Independence is required by the AICPA Code of Professional Conduct. We evaluate it before accepting every attest engagement and won't perform services that would impair it.