We emphasize obtaining a thorough understanding of our clients' organizations and businesses through intense planning to effectively execute timely and efficient financial statement assurance engagements.  Whether it's for an audit, review, or compilation, we can provide the level of service necessary to fulfill your financial statement needs.

Obtaining such a thorough understanding of our clients' organizations and businesses allows our professionals to identify, communicate, and assist with opportunities for strengthening internal controls and operating efficiencies.

Our team of professionals working with you to fulfill your financial statement assurance needs also has substantial corporate and individual tax experience, which results in integrated tax planning for our closely-held business clients.

In many instances, management's requirements are limited to presenting organization or company-prepared financial information in a proper financial statement format. We can compile your financial data into a proper financial statement format that is accepted by the professionals who read them.  As an additional service during a compilation engagement, we may assist with the accounting process to ensure your financial statements accurately reflect the organization or company's financial position, results of operations, and cash flows.  Although a compilation provides no level of assurance, it is adequate for certain purposes.

An audit is an essential tool for the quantitative assessment of any business.  The objective of an audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects, in conformity with U.S. generally accepted accounting principles.

From the owner & operator's perspective, an audit is a tool for independent verification of an organization's or business' financial position, results of operation, and cash flows. In addition, an audit can offer further insights into opperational processes that allow owners and management to make informed decisions.

In addition to auditing your organization or company's financial statements, our professionals are equipped for and prepared to audit your employee benefit plans. Our experience includes audits of all types of employee benefit plans, including 401(k), 403(b) and profit sharing plans, as well as medical, disability or life insurance plans.

A review is substantially less in scope than an audit and consists principally of inquiries of organization or company personnel and analytical procedures applied to financial data.  While a review is less comprehensive than an audit, it involves a significant degree of knowledge and understanding of your organization or business and industry to effectively evaluate inquiry responses and analytical results.

A review is beneficial in the following ways:

• The inquiry and analytical procedures are performed with emphasis on significant areas, the results of which provide insight into the business.
• Our review report provides you and the users of your financial statements with limited assurance that no material modifications need to be made in order for them to be in conformity with generally accepted accounting principles.
• The knowledge gained during a review can be put to good use in advising you in the future.