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

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
Blog

Using Analytics to Monitor Your Plan

We have previously discussed the benefits of a retirement committee. Now you might ask yourself,... more
February 21, 2022
Blog

Notice and Reporting Deadlines Approaching for Incentive Stock Option and Employee Stock Purchase Plans

Under Section 6039 of the Code, corporations are required to furnish statements to current and... more
January 14, 2022

Related Industries

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