Attest Services

When You Need It Most

You need capital to grow your business. Banks, sureties, private investors and other capital sources expect assurance that the financial statements you publish are complete and accurate. They also need insight into the risks your business faces and the internal controls that mitigate those risks.

A Full Range of Attest Services

From basic compilations to comprehensive audits, we offer a full range of services, including:

  • Compilations
  • Reviews of financial statements
  • Examinations of prospective financial information
  • Audits

We can also help you prepare for other third-party audits. Our audit consultants can help you gather the necessary documents, and brief you on the process, to make your third-party audit go as smoothly and quickly as possible.

A Better Experience

Any CPA firm can perform attest services, but our team goes beyond checking boxes to provide the best possible experience. Our attest services are characterized by:

  • Open communication in a face-to-face environment
  • Flexibility
  • Responsiveness
  • Collaboration between our clients, tax and audit professionals
  • Familiar faces – we strive to maintain the same audit team year after year so we become more effective and efficient.

Our Difference

Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We’ve invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we’ve generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it’s to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we’re able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it’s non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction.

Other Industries We Serve

We serve a variety of different industries. Are you ready to find out how we can serve you?










%d bloggers like this: