Assurance & Attestation

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 Management, boards, regulatory agencies, and other stakeholders need objective financial statement audits that describe an organization’s financial health. This includes the accuracy of its historical financial statements as well as future opportunities and challenges. 

In an audit of financial statements, we plan and perform the audit to obtain reasonable assurance (which is the highest level of assurance) about whether the financial statements are free from material misstatement.   We issue a formal report that expresses an opinion on whether the financial statements are presented fairly, in all material aspects, in accordance with the applicable financial reporting framework  

Review services are designed for organizations that desire insights into their financial and accounting situation at levels of assurance that are lower than an audit.  Although not as rigorous as an audit, they can be an appropriate middle ground solution for reporting on the financial health of your company. 

In a review of financial statements, we seek to obtain limited assurance as a basis for reporting whether we are aware of any material modifications that should be made to the financial statements in order for them to be presented in accordance with an applicable financial reporting framework. A review is substantially less in scope than an audit and relies upon inquiry and analysis to identify unusual items or trends.

A compilation service allows us to apply accounting and financial reporting expertise to assist our clients in the presentation of financial information however,  we do not seek to obtain or provide any assurance that there are no material modifications that should be made to the financial statements. 

Agreed Upon Procedures (AUP) can be tailored to specific goals and needs of your organization. This service is designed to find facts by digging deeper into financial results that could involve targeting specific financial data, nonfinancial information, or even specific aspects of a financial statement. AUPs can be performed at any time during the year, not just at year-end.