Other Services

Audits, Reviews, and Compilations

Accurate financial reviews and audits enable a company to meet compliance requirements, obtain financing, attract investors, or prepare for a potential sale. The process also provides insight into the organization's internal controls and accounting procedures that may identify areas that may result in adjustments to financial statements or areas for improvement.   

We customize our audit procedures using a "risk-based" approach. This allows us to complete an effective and efficient audit with minimal disruption to staff and operations while meeting management and third party needs and expectations. For smaller financing, or more limited scope engagements, a review is less involved than an audit but provides a thorough review of financial information while meeting management or third-party expectations. In other cases, a simple compilation report using accounting information that you provide may be sufficient and cost effective.

In every instance, we collaborate closely with you and essential personnel throughout your organization to ensure a complete, effective, and efficient audit or review process. If there are any questions or concerns, we will address them with management thoroughout the engagement so there are no surprises. When the engagement is complete, we will provide you a detailed analysis of improvements to internal controls, accounting and operations effectiveness, and other insights gained during the engagement. 

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.

Financial Planning and Analysis

A wise man once said, "What's the sense of using a compass to follow a map if you don't know where true North is." An accurate and reliable financial plan is the compass of a successful business. Where you want your business to go is knowing true North. By using historical internal data, key performance indicators (KPIs) and other financial analysis tools, we can prepare a financial plan to help take your business to where you want it to be.

You've worked hard at making your business what it is today. Let us help take you where you want to go!

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