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.
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.
Your dedicated team will get to know your business inside and out to craft strategies that are right for you.
Credible financial reporting, valuable insights, and increased confidence for investors, lenders, and strategic decision-making.
Provides nonprofits with financial transparency, donor confidence, and assurance that funds are managed responsibly and in compliance with regulations.
Ensures compliance with regulatory requirements, protects plan participants, and provides confidence in the accuracy and integrity of plan financial reporting.
Provides limited assurance that financial statements are free from material misstatement, offering a cost effective option for gaining credibility with lenders and stakeholders.
Presents financial information in the form of financial statements without providing assurance, offering a streamlined way to organize and share financial data with stakeholders.
Targeted, factual findings on specific financial or operational areas, offering flexibility and transparency tailored to the needs of management or third parties.
Structured presentation of financial data without assurance, providing an efficient and affordable solution for internal use or basic external reporting needs.
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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.
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.
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.
An audit includes examining financial records, internal controls, and procedures to express an opinion on whether the financial statements are fairly presented.
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.
Generally, if your plan has 100 or more eligible participants at the beginning of the year, the Department of Labor may require 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.
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.
A compilation is when we assist in preparing financial statements based on information you provide, without performing any verification or providing assurance.
Compilations are ideal for internal reporting or when third parties simply need organized financial statements but not assurance.
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.