Assurance Services
CPA-certified financial statements — the way your stakeholders actually want them.
Audits, reviews, and compilations for banks, bonding companies, investors, regulators, federal agencies, plan participants, and the boards behind them. Specialty engagements across Yellow Book, Single Audit, 401(k)/ERISA, SOC 1 & 2, and FAR/AASHTO overhead rate work.
Core assurance engagements
The traditional bench — audit, review, compilation, and agreed-upon procedures — issued under U.S. GAAP, tax basis, or a special-purpose framework, depending on who is reading the report and why.
Financial Statement Audits
Independent GAAS audits for banks, bonding companies, investors, PE owners, boards, and regulators. Risk-based scoping, IT/general control testing, and clean, defensible opinions issued on a calendar you can actually plan around.
Reviews
SSARS-21 review engagements for stakeholders who need analytical assurance and inquiry-level comfort without paying for a full audit. Common ask from lenders, sureties, and minority partners.
Compilations
Professionally compiled financials in U.S. GAAP, tax basis, or special-purpose framework — clean enough for lenders, buyers, and partners, without the assurance overhead.
Agreed-Upon Procedures
Targeted AUPs when the user already knows what they want tested — covenant compliance, royalty calculations, gross receipts, eligible costs, or any other discrete procedure a counterparty requires.
Specialty & regulated audits
Stakeholders who require a "CPA-certified" opinion almost always require a specific flavor of it. We run the engagements named on the request — and we know which one your funder, regulator, or counterparty is actually asking for when the wording is vague.
Yellow Book Audits (GAGAS)
Government Auditing Standards engagements for entities receiving federal or state grant dollars, government contracts, or other public funding — performed by professionals who meet the GAGAS CPE and independence requirements.
Single Audits (Uniform Guidance)
Single Audits under 2 CFR 200 for nonprofits, schools, and pass-through entities expending $1M+ in federal awards. Major-program determination, compliance supplements, and SEFA reporting — done right the first time.
401(k) & ERISA Plan Audits
DOL/EBSA plan audits for 401(k), 403(b), and defined benefit plans crossing the 100-participant line. Full-scope and ERISA §103(a)(3)(C) limited-scope engagements, with SAS 136 reporting and Form 5500 coordination.
SOC 1 & SOC 2 Reports
SOC 1 (ICFR) and SOC 2 (Trust Services Criteria — security, availability, confidentiality, processing integrity, privacy) examinations for SaaS, fintech, IT/MSP, payroll, and back-office providers whose customers are asking for one. Type I and Type II.
FAR & AASHTO Overhead Rate Audits
Indirect cost rate audits under FAR Part 31 and the AASHTO Audit Guide for A&E firms billing DOTs, federal agencies, and other public-sector clients on cost-reimbursable contracts. ICR schedules, executive comp testing, and unallowable cost identification.
HUD, Nonprofit & Grant-Funded Audits
HUD-assisted housing audits, state grant audits, and nonprofit financial statement audits with functional expense allocation, ASC 958 net asset classification, and 990-ready trial balance handoff.
Employee Benefit & Other Specialty Audits
Health & welfare plan audits, ESOP audits, registered investment adviser (RIA) custody-rule examinations, and other niche engagements where stakeholders demand a CPA-signed opinion.
Who's actually asking for the report?
The "we need an audit" email almost always traces back to a counterparty with a checklist — a lender renewing a line, a bonding company evaluating capacity, a federal grantor enforcing 2 CFR 200, the DOL reviewing a Form 5500, a customer demanding a SOC 2 before they sign, or a DOT requiring a FAR-compliant overhead rate before they release retainage.
Tell us who is asking and we will tell you which engagement actually satisfies the ask, what it will cost, and how quickly we can get it on the calendar without blowing up your close.
Stop overpaying. Start strategizing.