Audit, Review & Compilation Services

Accurate financial audits, reviews, and compilations are essential for small businesses and nonprofits to ensure compliance, transparency, and credibility. We provide professional audit, review, compilation, and analytical review services tailored to your organization’s needs, including nonprofit audits, 401(k) plan audits, workers’ compensation audits, and small state grant audits. Our team ensures accurate reporting, regulatory compliance, and actionable insights to help you make informed decisions.

Supporting Businesses With:

Financial Statement Audits
  • Audits for SMEs and nonprofits

  • 401(k) plan audits for retirement plan compliance

  • Workers’ compensation audits to verify payroll and premium accuracy

  • State and city grant audits for compliance with grant requirements

  • Compliance with GAAP, IRS, DOL, and state regulations

  • Identification of financial risks and opportunities for improvement

Financial Reviews & Analytical Review
  • Interim financial reviews to provide limited assurance

  • Analytical review to detect trends, anomalies, and irregularities in financial data

  • Accurate and concise financial reporting for management and stakeholders

Financial Compilations
  • Preparation of compiled financial statements for banks, investors, or internal use

  • Transformation of bookkeeping data into clear, understandable reports

  • Assistance with loan applications, grant funding, and regulatory submissions

Additional Services
  • Audit readiness and internal control evaluation

  • Advisory support for accounting system improvements

  • Compliance guidance for nonprofit organizations and small businesses

  • Assistance with regulatory filings and board reporting