Assurance services are independent professional services that improve the quality and reliability of financial or non-financial information to help decision-makers feel more confident in that information.
Empowering decisions with certainty.
Contact usIndependent, professional services provided by certified public accountants to improve the reliability, relevance, and credibility of information. Assurance services help stakeholders gain confidence that the information they rely on is accurate and trustworthy.
Custom assurance services
Your dedicated team will get to know your business inside and out to craft strategies that are right for you.
- Private Company Audits
- Non-Profit Audits
- Employee Benefit Plan Audits
- Reviews
- Compilations
- Agreed Upon Procedures
- Prepared Financials
Private Company Audits
Credible financial reporting, valuable insights, and increased confidence for investors, lenders, and strategic decision-making.
Non-Profit Audits
Provides nonprofits with financial transparency, donor confidence, and assurance that funds are managed responsibly and in compliance with regulations.
Employee Benefit Plan Audits
Ensures compliance with regulatory requirements, protects plan participants, and provides confidence in the accuracy and integrity of plan financial reporting.
Reviews
Provides limited assurance that financial statements are free from material misstatement, offering a cost effective option for gaining credibility with lenders and stakeholders.
Compilations
Presents financial information in the form of financial statements without providing assurance, offering a streamlined way to organize and share financial data with stakeholders.
Agreed Upon Procedures
Targeted, factual findings on specific financial or operational areas, offering flexibility and transparency tailored to the needs of management or third parties.
Prepared Financials
Structured presentation of financial data without assurance, providing an efficient and affordable solution for internal use or basic external reporting needs.
Why choose us
Partner with experts who care about your success. We treat you
like a neighbor, not a number.
A dedicated team
Your tax needs won't get shuffled around — you'll work with the same expert
team every time.
A human-centered approach
We provide real, local expertise to help you in person or remote.
Strategic financial planning
We set clear financial goals and create a tailored, long-term roadmap to grow wealth, manage risk, and achieve lasting financial security.
Local expertise, national resources
You get a local accountant's personal touch, plus our powerful national network.
Archer Lewis has helped 150,000+ businesses with their finances. See what we can do for yours.
Explore our other services
Archer Lewis is more than just a strategic advisor. We offer a full range of financial solutions to help your business succeed.
- Tax Preparation
- Tax Planning
- Tax Resolution
- Accounting Services
- Bookkeeping
- CFO/ Controller
- Payroll & HR Support
- Business Valuation
- Assurance
Archer Lewis also provides specialized services for high-net-worth individuals. Many of our clients rely on us to handle their business and personal tax needs, ensuring seamless coordination and simplicity.
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Chat with an expertAssurance FAQs
Answers to your questions about working with us
How do I know which level of assurance I need?
It depends on your goals, stakeholders’ requirements, and your budget. We’ll guide you in choosing between audits, reviews, compilations, or other services based on your needs.
Is an audit required for my business?
Private companies aren’t always legally required to have audits, but lenders, investors, or stakeholders may request one. An audit can also offer internal benefits, like improved controls and decision-making.
What does an audit involve?
An audit includes examining financial records, internal controls, and procedures to express an opinion on whether the financial statements are fairly presented.
Do all nonprofits need an audit?
Not necessarily. Audit requirements vary by state, funding source, and revenue thresholds. We can help determine whether your organization is required to have an audit or if another option may suffice.
When is an employee benefit plan audit required?
Generally, if your plan has 100 or more eligible participants at the beginning of the year, the Department of Labor may require an audit.
What’s the difference between a review and an audit?
A review offers limited assurance and involves inquiry and analytical procedures only, whereas an audit provides a higher level of assurance and involves detailed testing and verification.
Who typically requests a review?
Reviews are often sufficient for lenders, owners, or investors who want a level of confidence in the financials without the depth or cost of an audit.
What is a compilation?
A compilation is when we assist in preparing financial statements based on information you provide, without performing any verification or providing assurance.
When is a compilation appropriate?
Compilations are ideal for internal reporting or when third parties simply need organized financial statements but not assurance.
How are prepared financials different from a compilation?
Prepared financials are simply the assembly of financial statements without any assurance or an accountant’s report. They’re typically used for internal purposes. Some lenders may accept prepared statements, but others may require a compilation, review, or audit. We can help determine what’s best for your situation.