Assurance & Consulting

Assurance Services (Audits, Reviews, and Compilations)

Accurate financial reviews and audits help companies meet compliance, secure financing, attract investors, and prepare for sale. They also reveal insights into internal controls and accounting practices, highlighting areas needing adjustment or improvement.

We use a risk-based auditing approach to plan and perform effective and efficient audits with minimal disruption while meeting management and third-party requirements. For smaller or limited engagements, a review is less extensive than an audit but still offers a thorough assessment of financial data. In some cases, a simple compilation report based on your information may be sufficient and cost-effective.

We work closely with you and your team to ensure an efficient audit or review process. Any questions will be discussed with management during the engagement. After completion, you'll receive a detailed analysis of internal controls, accounting, operations, and other key findings.

Consulting and Financial Planning/Analysis

We offer remote support to help resolve issues with QuickBooks software, migrating data from spreadsheets to accounting software, assistance with reconciling accounts, and other services at reasonable hourly rates or fixed fee pricing. We also provide budgeting and forecasting plans using historical data, key performance indicators (KPIs), and other financial analysis tools to help your business succeed.

Business Entity Selection

Choosing the right entity structure significantly impacts taxes and financial results. Options like partnerships, LLCs, sole proprietorships, S corporations, and C corporations each have distinct tax, asset protection, and operational pros and cons. Careful planning is key to ensure the structure fits the organization's goals.

We will review your transactions and business plan to identify the best structure for your business and advise you on when and how to reassess and adjust it as needed.

Call us today for a free consultation! We look forward to serving you.