Independent audits, reviews, compilations and agreed-upon procedures that meet lender, investor and regulatory requirements.
When lenders, investors or boards need assurance on your financials, our audit and assurance team provides independent, objective reporting prepared to professional standards. We work efficiently, communicate clearly and help you understand what we find.
Independent audits that provide the highest level of assurance on your financial statements.
Procedures tailored to specific questions or requirements.
Reviews and compilations for owners and lenders who need reliable statements without a full audit.
An audit is the highest level of assurance. We test the underlying records and issue an opinion on whether the financial statements are fairly presented. A review provides limited assurance through analysis and inquiry. A compilation presents your financial information in the proper format without providing assurance. The right level depends on who will rely on the statements. We provide all three.
Lenders, investors, bonding companies, grantors and government agencies are the most common. Nonprofits and other organizations that spend $1,000,000 or more in federal awards in a year generally need a Single Audit.
Close and reconcile the books and gather support for significant balances and estimates. Agree on a timeline with your audit team early. Clean schedules for cash, receivables, payables, fixed assets and accruals shorten fieldwork. Read our year-end PTO accrual reminder for one common adjustment.
An agreed-upon procedures engagement tests specific items you and a third party choose, such as royalties, grant spending or loan covenants, and reports the findings without an overall opinion. Learn more about agreed-upon procedures.
Our office is in Media, PA. We serve organizations across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.