Audit, Review & Compilation

We believe the annual audit is an invaluable tool to unlock meaningful insights into your organization.

A high quality financial statement audit can be used to improve the effectiveness of your risk management, internal controls, and governance processes. It can also give confidence to your stakeholders, lenders, and other key constituents of your organization’s financial health and effectiveness.

We take the time to listen to your needs, learn about your organization, and tailor our approach accordingly. We focus on risk areas and deliver industry-specific insights.

We also advise if your needs can be effectively met through a financial statement review, financial statement compilation or agreed upon procedures engagement. We have all of your financial statement assurance needs covered.

Blog

2023 Welfare Benefit Plan Contribution Limits

The IRS recently released in Revenue Procedure 2022-38 the 2023 annual contribution limits for... more
November 4, 2022
Blog

Stock/Equity Compensation, is it Really a Good Idea?

Rewarding and retaining top talent has always been a challenge for employers. The now infamous... more
June 15, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

Definition of Compensation Errors for Retirement Plans

Definition of compensation errors are the most common plan error that we see on audit and can be... more
February 21, 2022
Blog

Overreliance on Service Providers: Distributions from Retirement Plans

We have previously discussed the role of fiduciaries in an employee benefit plan and the... more
February 21, 2022
Blog

Management’s New Responsibilities for Certifications Used in Plan Audits

Before this year, your plan auditor might have requested a certification or an audit package from... more
February 21, 2022

Related Industries

We have your financial statement audit, review, and compilation needs covered. Learn more about our industry specialties.