Audit & Assurance
Objective evaluation of your financial information, from financial statement audits to a nationwide 401(k) and 403(b) employee benefit plan audit practice.
“Where are we?”
Business leaders ask the question constantly, but a clear answer is never guaranteed. Financial statements, government filings, and pension funds all require objective evaluation. Our audit team addresses compliance requirements, and along the way, identifies opportunities to improve how your organization operates.
Your results come from management, operations, accounting methods, and outside factors. We examine every dimension to understand where you are, where you want to go, and how to get there.
Nationwide specialty: 401(k) & 403(b) plan audits
Employee benefit plan audits are a national practice for us, built on decades of ERISA-plan experience for sponsors across the country.
Learn more about our 401(k) & 403(b) plan audits →, or call 1-888-433-2202 for a quote.
Corporate Services
Build a comprehensive understanding of your financial position and plan for what’s next:
- Financial statement audits
- Compilation and review
- Risk management
- SEC reporting and compliance (including Sarbanes-Oxley)
- Forecasts and projections
- Internal control analysis
Audits are not just about “getting it done”; they are about uncovering your true potential.
Not-for-Profits
Nonprofits need specialized audit support: unique demands, limited budgets, and special compliance requirements. We serve higher education institutions, schools, museums, foundations, social service organizations, associations, and religious organizations.
- 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.