Cluster of Services

• Audit: Highest level of assurance (GAAP compliance, in-depth testing).

• Review: Limited assurance (analytical procedures, no deep testing).

• Compilation: No assurance—just financial statement organization.

Common reasons:

• Lender/investor requirements.

• Regulatory compliance (e.g., SEC, IRS).

• Fraud detection or internal control improvement.

Typically 2–8 weeks, depending on company size, complexity, and preparedness.

Yes! We specialize in:

• Financial statement audits (GAAP/IFRS compliance).

• Internal audits (risk management, operational efficiency).

• Tax audits (IRS/state representation).

• Nonprofit/SEC audits (industry-specific compliance).

• SOC 1/2/3 reports (for tech/cloud service providers).

• Internal: Focuses on process improvements (conducted by your team or outsourced).

• External: Independent verification for stakeholders (required by law for public companies).

• Organize financial records (invoices, bank statements, ledgers).

• Reconcile accounts (AP/AR, payroll, inventory).

• Assign an internal point person for auditor inquiries.

• Prior-year audits/tax returns.

• General ledger and trial balances.

• Board minutes, contracts, and policies.

Yes! Our pre-audit readiness reviews identify and fix gaps proactively.

Yes, we’re registered with the Public Company Accounting Oversight Board (required for public company audits).

Yes! We represent clients during tax audits, from document preparation to appeals.

We track updates like:

• ESG reporting requirements.

• Changes to lease accounting standards (ASC 842).

• Crypto asset disclosure rules.

Cost depends on scope and complexity

• Labor-intensive (100s of hours for testing/documentation).

• Liability risks (auditors assume legal responsibility).

Yes! After a free scoping call, we provide transparent pricing.

We’ll:

1. Document findings in the management letter.

2. Recommend corrective actions.

3. Assist with remediation (if needed).

Yes—our advisory team can streamline processes, improve controls, and train staff.

We specialize in almost every sector, such as

• Nonprofits (Single Audits for federal grants).

• Healthcare (HIPAA compliance, cost reports).

• Manufacturing (inventory valuation, COGS).

• Cryptocurrency (digital asset verification).

Yes! Our team holds CA, ACCA, CIA, and CISA certifications.