Audit & Assurance
Audits, reviews, and compilations for businesses and nonprofits, plus a national practice auditing 401(k) and 403(b) plans.
What an audit gives you
Lenders, boards, grantors, and regulators often require an independent opinion on your financial statements. Our audit team provides that opinion, and reports anything we find along the way that could be improved, such as internal controls or financial reporting.
401(k) and 403(b) plan audits, nationwide
Employee benefit plan audits are the firm’s one national practice. See plan audit details and the quote form, or call 1‑888‑433‑2202.
Businesses
For companies and the lenders and investors who rely on their numbers:
- Financial statement audits
- Compilation and review
- Risk management
- SEC reporting and compliance (including Sarbanes-Oxley)
- Forecasts and projections
- Internal control analysis
Nonprofits
We audit colleges and schools, museums, foundations, social service organizations, associations, and religious organizations, including single audits of federal awards.
- Financial statement audits
- Single audit (federal award) compliance
- Compilation and review
- Forecasts and projections
- Applications for nonprofit status with the IRS
Frequently asked questions
What's the difference between an audit, a review, and a compilation?
They provide different levels of assurance. An audit gives the highest level, with substantial testing to support an opinion on your financial statements. A review gives limited assurance, based mainly on analytics and inquiry. A compilation provides no assurance; we simply help present your financials in proper form. We'll help you determine which one your situation or lender requires.
Does my nonprofit need a single audit?
Generally, a single audit is required when an organization expends $1,000,000 or more in federal awards in a fiscal year (for fiscal years beginning on or after October 1, 2024). If you're near that threshold, contact us and we'll help confirm your requirement.
Do you audit 401(k) and 403(b) plans?
Yes, employee benefit plan audits are a dedicated, nationwide practice for us. Call 1-888-433-2202 for a quote, or see our 401(k) and 403(b) plan audit page for details.