Audit, review, and compilation.
Our assurance practice is built around private companies, nonprofits, and benefit plans reporting under GAAS and AICPA SSARS.
Financial statement audits
Independent audits of financial statements prepared under US GAAP, for closely held companies, nonprofit organizations, and single-audit engagements under Uniform Guidance where applicable.
Reviews and compilations
SSARS-based review and compilation engagements for entities where a full audit isn't required — commonly used to satisfy lender, investor, or board reporting requirements at lower cost and cycle time.
Employee benefit plan audits
ERISA-required audits of 401(k) and other employee benefit plans, scoped to plan size and audit requirements under DOL rules.
Agreed-upon procedures
Scoped procedures for specific reporting needs — lender covenant compliance, transaction support, or internal control walkthroughs — where a full attest opinion isn't the objective.