Audit & Review Services
Our Audit and Review services provide the credibility, transparency, and insight stakeholders expect from a trusted CPA firm. We go beyond compliance to deliver assurance services that strengthen confidence in your financial information and support informed decision-making.
An audit offers the highest level of assurance, with our team performing a comprehensive examination of your financial statements in accordance with generally accepted auditing standards. Through detailed testing, risk assessment, and internal control evaluation, we provide an independent opinion on whether your financial statements are presented fairly, in all material respects.
A review provides a more limited level of assurance and is often well-suited for businesses that do not require a full audit. Review engagements consist primarily of analytical procedures and management inquiries, resulting in a report that states we are not aware of any material modifications needed for the financial statements to be in conformity with applicable accounting standards.
Audits and Reviews are performed for a variety of purposes – including regulatory, lender, investor, and governance needs – across a broad range of industries. Some of the ones we specialize in are:
Construction Contractors
Audits and reviews play a critical role for construction contractors in maintaining lender, bonding, and owner confidence. Our team understands the unique accounting and reporting challenges of the construction industry, including percentage-of-completion accounting, contract estimates, job costing, retainage, and work-in-progress (WIP) schedules. We tailor our audit and review procedures to address these complexities, helping contractors meet bonding and banking requirements while providing clear, reliable financial information to support growth and project-level decision-making.
Employee Benefit Plans
Employee benefit plan audits require specialized expertise and a thorough understanding of ERISA and Department of Labor reporting requirements. Our firm provides audit and review services for employee benefit plans, including 401(k), profit-sharing, and other defined contribution plans, helping plan sponsors meet their regulatory obligations with confidence. We understand the unique risks associated with benefit plans, such as participant eligibility, contributions and forfeitures, plan investments, and compliance with plan documents. Our team works closely with plan administrators, recordkeepers, and third-party service providers to ensure an efficient audit process. By combining technical expertise with a practical, sponsor-focused approach, we help employers reduce compliance risk, avoid common pitfalls, and fulfill their fiduciary responsibilities while maintaining the trust of employees and regulators alike.
Government Contractors
Government contractors operate in a highly regulated environment where financial reporting accuracy and compliance are critical. Our audit and review services are designed to address the unique requirements faced by entities performing work under federal, state, and local government contracts. We have experience with the accounting and compliance complexities common to government contracting, including cost-reimbursable and fixed-price contracts, indirect cost rates, allowable and unallowable costs, revenue recognition, and documentation standards. Our team understands the expectations of contracting officers, auditors, and oversight agencies, and we tailor our procedures to help contractors withstand scrutiny and respond confidently to audits and inquiries. With a practical understanding of government contracting operations combined with our technical knowledge, we help contractors meet contractual and regulatory requirements, strengthen internal controls, and maintain eligibility for future contract awards—while minimizing disruption to day-to-day operations.
Banks
Financial institutions operate in a highly regulated environment where accuracy, transparency, and strong internal controls are essential. Our audit and review services are designed to meet the unique accounting, reporting, and regulatory requirements of banks and other financial institutions. We understand the complexities of the banking industry, including loan portfolio risk, allowance for credit losses, interest income recognition, investment accounting, and regulatory capital considerations. Our team tailors audit and review procedures to address these areas while aligning with the expectations of regulators, directors, and external stakeholders. With a deep understanding of banking operations and regulatory oversight, we help institutions maintain compliance, strengthen internal controls, and provide reliable financial information that supports strategic decision-making and regulatory examinations.
Investment Advisors
Investment advisors operate in a highly regulated environment where transparency, accuracy, and investor confidence are paramount. Our audit and review services are designed to support registered investment advisors (RIAs) in meeting financial reporting and regulatory expectations while maintaining strong operational and compliance frameworks. We understand the unique considerations facing investment advisors, including revenue recognition for advisory fees, custody-related requirements, valuation considerations, and internal controls over client assets. Our team is familiar with the expectations of regulators and third-party stakeholders and tailors audit and review procedures to address these risks effectively. We help investment advisors strengthen financial reporting, support regulatory examinations, and provide reliable information to investors and custodians with a combination of technical expertise and practical understanding of advisory firm operations.
Nonprofits
Nonprofit organizations face unique financial reporting and compliance requirements while remaining accountable to donors, grantors, boards, and the communities they serve. Our audit and review services are designed to help nonprofits meet these responsibilities with clarity, transparency, and confidence. We understand the complexities of nonprofit accounting, including net asset classifications, donor restrictions, grant compliance, revenue recognition for contributions and exchange transactions, and functional expense reporting. Our team tailors audit and review procedures to address these areas while aligning with the expectations of boards, funding sources, and regulatory agencies. We help nonprofit organizations strengthen financial reporting, maintain compliance, and build trust with stakeholders—allowing leadership to stay focused on advancing their mission.
Other
In addition to our industry-specific expertise, we provide audit and review services to organizations across a wide range of industries and business models. From closely held businesses to multi-entity organizations, we tailor our assurance services to fit the unique risks, operations, and reporting requirements of each client. Our team takes the time to understand your organization, industry dynamics, and stakeholder expectations, allowing us to design efficient audit and review procedures that address what matters most. We focus on accuracy, clarity, and compliance—while also identifying opportunities to strengthen internal controls and financial reporting processes. Regardless of industry, our goal is the same: to deliver reliable, independent assurance and practical insights that help management, owners, lenders, and other stakeholders make informed decisions with confidence.
Whether you need an audit or a review, our approach is collaborative, efficient, and tailored to your organization. We take the time to understand your operations, industry, and objectives, allowing us to identify risks, streamline the process, and provide practical insights along the way. Our goal is not only to meet regulatory and third-party requirements, but also to add value by helping you strengthen financial reporting and internal processes.
With deep technical expertise and a commitment to responsive service, we deliver assurance you can rely on—and guidance you can trust.
