Assurance

Provides the confidence that data is reliable.

Empowering decisions with certainty.

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Independent, 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 Audit
  • Non-Profit Audit
  • Employee Benefit Plan Audit
  • Review
  • Compilation
  • Agreed Upon Procedures
  • Prepared Financials

Private Company Audit

Credible financial reporting, valuable insights, and increased confidence for investors, lenders, and strategic decision-making.

Non-Profit Audit

Provides nonprofits with financial transparency, donor confidence, and assurance that funds are managed responsibly and in compliance with regulations.

Employee Benefit Plan Audit

Ensures compliance with regulatory requirements, protects plan participants, and provides confidence in the accuracy and integrity of plan financial reporting.

Review

Provides limited assurance that financial statements are free from material misstatement, offering a cost effective option for gaining credibility with lenders and stakeholders.

Compilation

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.

"The audit Archer Lewis conducted gave us the credibility we needed to secure new funding. Their team was professional, thorough, and easy to work with."

Jill P.

"As a nonprofit, transparency is everything. Archer Lewis helped us meet compliance requirements and gave our donors confidence in our financial stewardship."

Luis M.

"We were impressed with the expertise Archer Lewis brought to our 401(k) plan audit. They made a complex process smooth and stress-free."

Danielle T.

"The review gave our leadership team the comfort we needed without the cost of a full audit. Archer Lewis delivered exactly what we needed—on time and on budget."

Brian K.

"We needed compiled financials to provide to our bank quickly, and Archer Lewis came through with fast, accurate service."

Stephanie P.

"Archer Lewis customized agreed-upon procedures to focus on our grant spending. It was the perfect solution to meet our board’s request for targeted assurance."

Angela S.

"Having Archer Lewis prepare our monthly financials has streamlined our operations and given us more time to focus on growing the business."

Robert H.

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.

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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Assurance FAQs

Answers to your questions about working with us

What are assurance services?

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.

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.