Not every stakeholder needs a full audit. We help you determine what’s actually required — and deliver it with the precision and timeliness that protects your relationships.
Many organizations over-invest in assurance services because they don’t know what’s actually required. Others under-invest and find out too late. We start by understanding who’s asking and why — then recommend the appropriate level.
Our partners have decades of experience navigating lender covenants, grant requirements, board mandates, and franchise disclosure obligations across construction, manufacturing, healthcare, and professional services.
We determine exactly what your lender, grantor, board, or franchisor requires — and whether a review, compilation, or audit is the right fit.
Clean, properly documented engagements performed to SSARS standards with the turnaround time your stakeholders require.
Properly formatted, professionally presented financial statements ready for submission to whoever is asking.
A review provides limited assurance. If your lender, funder, or governing body requires reasonable assurance — or specifically requires an audit — then a review won’t satisfy the requirement. We help you determine this before starting work.
A Single Audit (formerly OMB A-133) is required when a nonprofit or government entity expends $750,000 or more in federal awards in a single fiscal year. It combines a financial statement audit with a compliance audit of federal programs.
Sometimes. Many lenders specify the level of assurance required in their loan covenants. We recommend reviewing your covenant language with us before assuming a compilation is sufficient.
The first conversation is free. Let’s find out if we’re the right fit.